-44.3%
HPK price history and return analytics
+74.2%
-118.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.3% |
| 7D | +0.9% | -0.1% | +1.0% | +1.0% |
| 30D | +3.7% | -0.7% | +4.3% | +4.2% |
| 3M | +11.5% | +4.0% | +7.6% | +7.0% |
| 6M | +45.6% | +12.3% | +33.3% | +26.4% |
| YTD | +73.2% | +14.0% | +59.2% | +47.7% |
| 1Y | +16.3% | +20.3% | -4.0% | -8.1% |
| All | -44.3% | +74.2% | -118.5% | -69.6% |
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