-47.9%
HPK price history and return analytics
+74.0%
-121.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | +15.1% | +2.4% | +12.8% | +12.9% |
| 30D | -17.1% | -1.5% | -15.6% | -16.3% |
| 3M | +9.7% | -4.1% | +13.9% | +13.1% |
| 6M | +22.9% | +0.6% | +22.3% | +20.6% |
| YTD | +73.4% | +11.0% | +62.4% | +49.6% |
| 1Y | +40.4% | +13.3% | +27.0% | +17.4% |
| 3Y | -47.9% | +73.4% | -121.3% | -80.0% |
| All | -47.9% | +74.0% | -121.9% | -80.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling