+193.5%
APTV vs HDB
+263.1%
-69.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | +4.8% | +0.4% | +4.4% | +4.6% |
| 30D | +2.0% | -2.8% | +4.8% | +3.2% |
| 3M | -34.2% | -3.5% | -30.7% | -33.6% |
| 6M | -34.7% | -24.7% | -9.9% | -26.8% |
| YTD | -37.0% | -36.6% | -0.4% | -24.1% |
| 1Y | -40.4% | -34.4% | -6.0% | -29.5% |
| 3Y | -54.1% | -24.4% | -29.7% | -50.4% |
| 5Y | -68.0% | -35.4% | -32.7% | -63.3% |
| 10Y | -15.5% | +39.5% | -55.1% | -30.4% |
| All | +193.5% | +263.1% | -69.7% | +62.3% |
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