+133.4%
KR vs HDB
+42.1%
+91.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.9% | -4.2% | +2.6% |
| 7D | -0.2% | +0.7% | -0.9% | -0.2% |
| 30D | +5.1% | +1.0% | +4.1% | +5.0% |
| 3M | -8.2% | -2.0% | -6.2% | -8.2% |
| 6M | -18.0% | -18.1% | +0.1% | -17.8% |
| YTD | -4.8% | -36.1% | +31.4% | -4.2% |
| 1Y | -11.0% | -34.0% | +23.0% | -10.5% |
| 3Y | +37.7% | -26.7% | +64.4% | +38.1% |
| 5Y | +52.8% | -33.9% | +86.7% | +53.4% |
| All | +133.4% | +42.1% | +91.3% | +121.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling