-8.2%
HPK price history and return analytics
+156.0%
-164.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.7% |
| 7D | +5.2% | -1.1% | +6.3% | +5.8% |
| 30D | +17.5% | -1.0% | +18.5% | +18.0% |
| 3M | +5.5% | +3.2% | +2.3% | +3.5% |
| 6M | +44.8% | +12.5% | +32.3% | +33.8% |
| YTD | +78.7% | +14.1% | +64.6% | +64.1% |
| 1Y | +17.5% | +18.9% | -1.4% | +5.3% |
| 3Y | -42.5% | +74.1% | -116.6% | -57.3% |
| 5Y | -5.6% | +66.9% | -72.4% | -31.3% |
| All | -8.2% | +156.0% | -164.2% | -32.4% |
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