+13.0%
KEY vs HDB
-22.2%
+35.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -0.5% | +6.9% | -7.5% | -3.0% |
| 30D | +6.7% | +15.2% | -8.5% | +1.1% |
| 3M | -4.6% | +11.7% | -16.3% | -8.8% |
| 6M | +2.6% | +7.5% | -4.9% | -1.1% |
| YTD | +7.0% | -28.8% | +35.7% | +20.9% |
| 1Y | +23.5% | -29.1% | +52.6% | +39.6% |
| 3Y | +126.4% | -7.0% | +133.4% | +121.1% |
| 5Y | +13.0% | -22.1% | +35.1% | +14.5% |
| All | +13.0% | -22.2% | +35.2% | +14.5% |
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