+446.2%
APP vs HDB
-25.9%
+472.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +1.5% | +29.5% | +30.2% |
| 7D | +39.7% | +13.3% | +26.4% | +31.4% |
| 30D | +27.7% | +10.2% | +17.6% | +21.7% |
| 3M | -14.8% | +3.6% | -18.3% | -16.3% |
| 6M | -25.5% | -0.5% | -25.0% | -26.2% |
| YTD | -47.2% | -32.4% | -14.7% | -35.7% |
| 1Y | -42.3% | -31.1% | -11.2% | -30.7% |
| 3Y | +806.8% | -12.6% | +819.4% | +787.0% |
| 5Y | +261.6% | -25.7% | +287.3% | +277.3% |
| All | +446.2% | -25.9% | +472.1% | +456.3% |
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