+123.6%
KEY vs HDB
-24.6%
+148.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | -3.0% | -2.8% | -0.2% | -2.3% |
| 3M | +3.3% | -3.5% | +6.9% | +3.9% |
| 6M | +9.2% | -24.7% | +33.9% | +18.0% |
| YTD | +10.6% | -36.6% | +47.2% | +25.8% |
| 1Y | +20.4% | -34.4% | +54.8% | +35.0% |
| All | +123.6% | -24.6% | +148.1% | +131.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling