+58.5%
HAS vs VIK
+47.2%
+11.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.7% |
| 7D | +1.6% | +3.2% | -1.5% | +0.8% |
| 30D | +26.6% | +8.2% | +18.4% | +24.1% |
| 3M | +29.0% | -14.7% | +43.7% | +33.7% |
| 6M | +30.6% | +10.3% | +20.3% | +25.2% |
| YTD | +51.5% | +24.5% | +27.1% | +39.7% |
| 1Y | +58.5% | +45.7% | +12.7% | +37.7% |
| All | +58.5% | +47.2% | +11.3% | +37.7% |
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