+500.0%
APP vs HDB
-24.6%
+524.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.8% | +8.1% | +8.9% |
| 7D | +71.2% | +13.3% | +57.9% | +61.2% |
| 30D | +39.1% | +13.6% | +25.5% | +30.5% |
| 3M | +16.5% | +5.8% | +10.8% | +13.2% |
| 6M | -16.6% | -1.9% | -14.6% | -16.5% |
| YTD | -41.9% | -31.2% | -10.7% | -29.9% |
| 1Y | -37.0% | -29.6% | -7.5% | -25.2% |
| 3Y | +892.4% | -10.1% | +902.5% | +854.7% |
| 5Y | +297.3% | -24.3% | +321.6% | +310.9% |
| All | +500.0% | -24.6% | +524.7% | +505.9% |
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