+853.3%
APO vs HDB
+63.5%
+789.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.3% | +1.5% |
| 7D | +5.8% | +2.7% | +3.0% | +4.4% |
| 30D | +8.9% | +14.1% | -5.3% | +2.0% |
| 3M | -13.6% | +11.8% | -25.5% | -18.6% |
| 6M | -5.4% | +8.2% | -13.6% | -10.1% |
| YTD | -13.6% | -29.3% | +15.7% | +0.6% |
| 1Y | -2.5% | -28.8% | +26.3% | +13.0% |
| 3Y | +50.9% | -7.5% | +58.3% | +47.6% |
| 5Y | +81.4% | -23.1% | +104.4% | +92.2% |
| All | +853.3% | +63.5% | +789.8% | +573.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling