+48.8%
KR vs HDB
-38.6%
+87.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.9% |
| 7D | -2.7% | -6.2% | +3.5% | -2.7% |
| 30D | +1.9% | -6.2% | +8.2% | +1.9% |
| 3M | -11.0% | -5.9% | -5.2% | -11.0% |
| 6M | -20.2% | -25.9% | +5.7% | -20.2% |
| YTD | -7.3% | -40.2% | +33.0% | -7.1% |
| 1Y | -13.1% | -38.0% | +24.9% | -13.0% |
| 3Y | +29.7% | -30.5% | +60.2% | +29.8% |
| 5Y | +48.8% | -38.1% | +86.9% | +46.1% |
| All | +48.8% | -38.6% | +87.4% | +46.1% |
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