-89.6%
HKD price history and return analytics
+103.8%
-193.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.3% |
| 7D | -0.6% | -1.1% | +0.5% | +0.3% |
| 30D | +2.4% | -1.0% | +3.4% | +3.3% |
| 3M | -1.7% | +3.2% | -4.9% | -4.1% |
| 6M | +0.6% | +12.5% | -11.9% | -8.3% |
| YTD | +33.1% | +14.1% | +19.0% | +19.5% |
| 1Y | -6.6% | +18.9% | -25.5% | -18.7% |
| 3Y | -69.3% | +74.1% | -143.4% | -77.5% |
| All | -89.6% | +103.8% | -193.4% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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