+113.6%
KEY vs HDB
+61.5%
+52.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +1.5% |
| 7D | -0.4% | +13.7% | -14.1% | -6.2% |
| 30D | +7.2% | +15.8% | -8.6% | -0.1% |
| 3M | -4.9% | +9.2% | -14.1% | -9.3% |
| 6M | +1.1% | +3.2% | -2.1% | -1.7% |
| YTD | +6.8% | -29.4% | +36.2% | +23.8% |
| 1Y | +23.3% | -27.9% | +51.2% | +41.2% |
| 3Y | +126.1% | -5.9% | +132.0% | +119.5% |
| 5Y | +15.2% | -23.5% | +38.7% | +22.0% |
| 10Y | +113.6% | +61.3% | +52.3% | +60.7% |
| All | +113.6% | +61.5% | +52.1% | +60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling