+520.8%
APP vs HDB
-22.0%
+542.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.2% | +2.3% |
| 7D | +48.9% | +6.9% | +42.0% | +44.1% |
| 30D | +49.4% | +15.2% | +34.2% | +39.2% |
| 3M | +27.0% | +11.7% | +15.3% | +19.9% |
| 6M | -15.4% | +7.5% | -22.9% | -19.4% |
| YTD | -39.9% | -28.8% | -11.1% | -28.8% |
| 1Y | -32.0% | -29.1% | -2.9% | -19.3% |
| 3Y | +824.3% | -7.0% | +831.4% | +773.4% |
| 5Y | +252.4% | -22.1% | +274.5% | +258.5% |
| All | +520.8% | -22.0% | +542.8% | +515.6% |
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