+128.5%
KEY vs HDB
-6.8%
+135.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -0.5% | +6.9% | -7.5% | -2.2% |
| 30D | +6.7% | +15.2% | -8.5% | +2.7% |
| 3M | -4.6% | +11.7% | -16.3% | -7.5% |
| 6M | +2.6% | +7.5% | -4.9% | +0.1% |
| YTD | +7.0% | -28.8% | +35.7% | +16.5% |
| 1Y | +23.5% | -29.1% | +52.6% | +34.5% |
| All | +128.5% | -6.8% | +135.3% | +110.9% |
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