+6,684.5%
APH vs HDB
+3,812.1%
+2,872.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.1% | -49.9% | -48.5% |
| 7D | -48.7% | +3.2% | -51.9% | -49.6% |
| 30D | -51.9% | -2.8% | -49.1% | -51.8% |
| 3M | -43.6% | -3.5% | -40.0% | -43.5% |
| 6M | -37.5% | -24.7% | -12.8% | -32.1% |
| YTD | -38.6% | -36.6% | -2.1% | -29.5% |
| 1Y | -26.3% | -34.4% | +8.0% | -16.6% |
| 3Y | +89.2% | -24.4% | +113.6% | +100.6% |
| 5Y | +119.8% | -35.4% | +155.2% | +141.8% |
| 10Y | +454.3% | +39.5% | +414.7% | +345.2% |
| All | +6,684.5% | +3,812.1% | +2,872.4% | +2,058.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling