+114.3%
HAS vs VIK
+234.5%
-120.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.1% | -0.9% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +31.0% | +7.7% | +23.4% | +28.4% |
| 3M | +30.7% | -17.6% | +48.3% | +37.0% |
| 6M | +23.9% | +1.7% | +22.2% | +22.1% |
| YTD | +48.3% | +22.5% | +25.8% | +37.7% |
| 1Y | +60.2% | +52.6% | +7.6% | +39.8% |
| All | +114.3% | +234.5% | -120.3% | +55.0% |
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