-22.3%
HCA vs VIK
+26.9%
-49.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.4% | +8.3% | +5.5% |
| 7D | +4.9% | -0.8% | +5.7% | +4.9% |
| 30D | +1.9% | -18.0% | +19.9% | +5.4% |
| 3M | +12.7% | -5.8% | +18.5% | +13.5% |
| 6M | -22.3% | +17.2% | -39.5% | -24.7% |
| All | -22.3% | +26.9% | -49.2% | -24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling