+142.2%
APTV vs HDB
+307.0%
-164.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.1% |
| 7D | -4.3% | +12.7% | -17.0% | -9.1% |
| 30D | -9.7% | +16.6% | -26.3% | -15.6% |
| 3M | -20.6% | +10.8% | -31.3% | -24.3% |
| 6M | -31.7% | +3.8% | -35.5% | -33.5% |
| YTD | -48.0% | -28.9% | -19.1% | -40.6% |
| 1Y | -52.1% | -28.0% | -24.1% | -45.7% |
| 3Y | -47.9% | -7.2% | -40.7% | -48.6% |
| 5Y | -76.9% | -22.2% | -54.7% | -75.6% |
| 10Y | -26.7% | +63.6% | -90.3% | -43.6% |
| All | +142.2% | +307.0% | -164.8% | +27.1% |
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