+94.9%
KEY vs HDB
+4,068.7%
-3,973.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.3% | -3.5% |
| 7D | -2.5% | +13.3% | -15.8% | -8.3% |
| 30D | +4.1% | +10.2% | -6.1% | -1.0% |
| 3M | -8.4% | +3.6% | -11.9% | -10.5% |
| 6M | -2.3% | -0.5% | -1.8% | -3.4% |
| YTD | +4.6% | -32.4% | +37.0% | +23.8% |
| 1Y | +24.6% | -31.1% | +55.6% | +45.8% |
| 3Y | +112.8% | -12.6% | +125.4% | +115.4% |
| 5Y | +12.9% | -25.7% | +38.6% | +21.5% |
| 10Y | +126.7% | +56.5% | +70.2% | +60.2% |
| All | +94.9% | +4,068.7% | -3,973.7% | -49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling