+41.2%
KEY vs HDB
-35.4%
+76.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +2.2% | +0.4% | +1.8% | +2.0% |
| 30D | -3.0% | -2.8% | -0.2% | -2.0% |
| 3M | +3.3% | -3.5% | +6.9% | +4.1% |
| 6M | +9.2% | -24.7% | +33.9% | +20.9% |
| YTD | +10.6% | -36.6% | +47.2% | +31.1% |
| 1Y | +20.4% | -34.4% | +54.8% | +40.2% |
| 3Y | +121.8% | -24.4% | +146.2% | +137.5% |
| All | +41.2% | -35.4% | +76.6% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling