+887.9%
APP vs HDB
-7.5%
+895.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.5% | +3.8% |
| 7D | +4.6% | +2.7% | +1.8% | +3.7% |
| 30D | +56.0% | +14.1% | +41.9% | +50.4% |
| 3M | +30.8% | +11.8% | +19.0% | +26.7% |
| 6M | -9.8% | +8.2% | -18.0% | -12.3% |
| YTD | -39.3% | -29.3% | -10.0% | -34.7% |
| 1Y | -26.4% | -28.8% | +2.3% | -21.2% |
| 3Y | +887.9% | -7.5% | +895.4% | +795.8% |
| All | +887.9% | -7.5% | +895.4% | +795.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling