-95.7%
HKPD price history and return analytics
+37.5%
-133.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.4% |
| 7D | -13.6% | -2.0% | -11.6% | -11.3% |
| 30D | -70.6% | -1.4% | -69.1% | -69.8% |
| 3M | -73.1% | +4.7% | -77.8% | -74.2% |
| 6M | -81.1% | +11.4% | -92.4% | -83.4% |
| YTD | -85.3% | +13.1% | -98.4% | -87.5% |
| 1Y | -91.3% | +19.0% | -110.3% | -93.1% |
| All | -95.7% | +37.5% | -133.2% | -97.2% |
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