+23.4%
KEY vs HDB
-30.1%
+53.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.9% |
| 7D | -1.3% | +13.3% | -14.6% | -3.7% |
| 30D | +5.1% | +13.6% | -8.4% | +2.4% |
| 3M | -7.1% | +5.8% | -12.9% | -8.2% |
| 6M | -4.4% | -1.9% | -2.5% | -4.3% |
| YTD | +4.0% | -31.2% | +35.2% | +4.8% |
| 1Y | +23.4% | -29.6% | +53.0% | +25.2% |
| All | +23.4% | -30.1% | +53.5% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling