-95.5%
HKPD vs VOO
+31.5%
-126.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | 0.0% |
| 7D | -15.7% | -0.4% | -15.3% | -15.3% |
| 30D | -69.5% | -1.4% | -68.1% | -68.7% |
| 3M | -61.5% | +3.7% | -65.2% | -62.9% |
| 6M | -79.6% | +13.0% | -92.6% | -82.4% |
| YTD | -84.4% | +12.4% | -96.9% | -86.5% |
| 1Y | -89.7% | +18.6% | -108.3% | -91.8% |
| All | -95.5% | +31.5% | -126.9% | -97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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