-4.4%
HPK price history and return analytics
+63.7%
-68.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +5.4% |
| 7D | +3.5% | -2.0% | +5.5% | +5.5% |
| 30D | +3.9% | -1.4% | +5.3% | +5.2% |
| 3M | +4.9% | +4.7% | +0.2% | -0.8% |
| 6M | +56.0% | +11.4% | +44.6% | +34.2% |
| YTD | +81.0% | +13.1% | +68.0% | +53.2% |
| 1Y | +17.6% | +19.0% | -1.4% | -6.7% |
| 3Y | -43.5% | +73.9% | -117.4% | -71.4% |
| 5Y | -4.4% | +65.4% | -69.7% | -52.0% |
| All | -4.4% | +63.7% | -68.0% | -52.0% |
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 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