+68.3%
HAL vs VIK
+37.7%
+30.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +2.9% | -3.0% | +6.0% | +2.5% |
| 30D | +17.0% | -20.7% | +37.8% | +13.6% |
| 3M | -9.7% | -4.6% | -5.0% | -10.7% |
| 6M | +8.6% | +14.0% | -5.4% | +7.7% |
| YTD | +33.0% | +20.2% | +12.8% | +31.2% |
| 1Y | +68.3% | +36.0% | +32.3% | +60.1% |
| All | +68.3% | +37.7% | +30.6% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling