-97.1%
HKPD price history and return analytics
+35.0%
-132.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.3% |
| 7D | +11.7% | +2.4% | +9.4% | +8.1% |
| 30D | -28.3% | -1.5% | -26.8% | -25.3% |
| 3M | -80.7% | -4.1% | -76.6% | -79.1% |
| 6M | -86.5% | +0.6% | -87.1% | -86.1% |
| YTD | -90.2% | +11.0% | -101.2% | -91.3% |
| 1Y | -93.1% | +13.3% | -106.5% | -94.1% |
| All | -97.1% | +35.0% | -132.2% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling