-25.6%
APTV vs HDB
+64.3%
-90.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -8.9% | +6.9% | -15.8% | -11.8% |
| 30D | -9.5% | +15.2% | -24.7% | -15.4% |
| 3M | -20.6% | +11.7% | -32.3% | -24.9% |
| 6M | -28.9% | +7.5% | -36.4% | -32.0% |
| YTD | -48.2% | -28.8% | -19.4% | -40.2% |
| 1Y | -51.7% | -29.1% | -22.6% | -44.2% |
| 3Y | -48.1% | -7.0% | -41.1% | -49.2% |
| 5Y | -76.7% | -22.1% | -54.6% | -75.4% |
| 10Y | -25.6% | +64.9% | -90.5% | -43.2% |
| All | -25.6% | +64.3% | -90.0% | -43.2% |
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