-45.8%
APTV vs HDB
-37.2%
-8.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.1% |
| 7D | -1.2% | -4.9% | +3.7% | +0.4% |
| 30D | -10.6% | -5.8% | -4.8% | -9.0% |
| 3M | -35.0% | -5.2% | -29.8% | -34.6% |
| 6M | -38.9% | -25.7% | -13.2% | -35.6% |
| YTD | -41.5% | -39.6% | -1.9% | -38.9% |
| 1Y | -45.8% | -36.9% | -8.9% | -43.0% |
| All | -45.8% | -37.2% | -8.6% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling