+250.4%
APP vs HDB
-22.9%
+273.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.1% |
| 7D | +10.6% | +4.1% | +6.5% | +8.3% |
| 30D | +44.6% | +13.0% | +31.6% | +36.0% |
| 3M | +29.6% | +11.3% | +18.4% | +22.5% |
| 6M | -19.8% | +6.9% | -26.7% | -23.4% |
| YTD | -41.6% | -29.6% | -11.9% | -30.1% |
| 1Y | -32.7% | -29.5% | -3.2% | -19.8% |
| 3Y | +799.0% | -8.1% | +807.1% | +748.0% |
| 5Y | +250.4% | -23.4% | +273.8% | +254.4% |
| All | +250.4% | -22.9% | +273.3% | +254.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling