-76.9%
APTV vs HDB
-22.5%
-54.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.2% |
| 7D | -4.3% | +12.7% | -17.0% | -9.6% |
| 30D | -9.7% | +16.6% | -26.3% | -16.1% |
| 3M | -20.6% | +10.8% | -31.3% | -24.6% |
| 6M | -31.7% | +3.8% | -35.5% | -33.7% |
| YTD | -48.0% | -28.9% | -19.1% | -39.5% |
| 1Y | -52.1% | -28.0% | -24.1% | -44.7% |
| 3Y | -47.9% | -7.2% | -40.7% | -50.1% |
| 5Y | -76.9% | -22.2% | -54.7% | -76.9% |
| All | -76.9% | -22.5% | -54.4% | -76.9% |
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 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