+8.4%
HAL vs VIK
+225.3%
-216.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.5% |
| 7D | -1.3% | -0.8% | -0.5% | -1.2% |
| 30D | +10.9% | -18.0% | +28.9% | +14.3% |
| 3M | -5.8% | -5.8% | 0.0% | -6.0% |
| 6M | +8.1% | +17.2% | -9.0% | +0.7% |
| YTD | +33.2% | +19.1% | +14.1% | +22.4% |
| 1Y | +74.2% | +33.6% | +40.5% | +52.8% |
| All | +8.4% | +225.3% | -216.9% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling