+137.2%
APTV vs HDB
+304.6%
-167.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.4% |
| 7D | -1.7% | +2.7% | -4.5% | -2.9% |
| 30D | -11.6% | +14.1% | -25.7% | -16.6% |
| 3M | -21.2% | +11.8% | -33.0% | -25.2% |
| 6M | -28.5% | +8.2% | -36.7% | -31.6% |
| YTD | -49.1% | -29.3% | -19.8% | -41.7% |
| 1Y | -52.2% | -28.8% | -23.4% | -45.5% |
| 3Y | -48.6% | -7.5% | -41.2% | -49.3% |
| 5Y | -77.3% | -23.1% | -54.2% | -75.8% |
| 10Y | -26.9% | +63.7% | -90.6% | -43.7% |
| All | +137.2% | +304.6% | -167.5% | +24.7% |
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