-95.6%
HKPD price history and return analytics
+38.7%
-134.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.2% |
| 7D | -2.3% | -1.1% | -1.2% | -0.9% |
| 30D | -69.8% | -1.0% | -68.8% | -69.2% |
| 3M | -72.2% | +3.2% | -75.3% | -72.8% |
| 6M | -80.1% | +12.5% | -92.6% | -82.7% |
| YTD | -84.8% | +14.1% | -98.9% | -87.2% |
| 1Y | -90.8% | +18.9% | -109.7% | -92.7% |
| All | -95.6% | +38.7% | -134.3% | -97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling