-97.4%
HKPD vs VT
+31.9%
-129.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.3% |
| 7D | -26.8% | -2.3% | -24.5% | -22.8% |
| 30D | -30.3% | -5.0% | -25.3% | -23.7% |
| 3M | -82.3% | -4.9% | -77.4% | -80.5% |
| 6M | -88.8% | -1.5% | -87.3% | -88.2% |
| YTD | -91.2% | +8.5% | -99.7% | -91.9% |
| 1Y | -94.0% | +11.4% | -105.3% | -94.7% |
| All | -97.4% | +31.9% | -129.4% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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