-2.6%
HD vs VIK
+49.5%
-52.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +5.2% | +2.6% | +2.6% | +4.5% |
| 30D | +20.7% | +7.9% | +12.8% | +18.6% |
| 3M | +0.8% | -15.2% | +16.0% | +4.3% |
| 6M | +12.2% | +6.5% | +5.7% | +9.1% |
| YTD | +4.2% | +23.3% | -19.1% | -2.3% |
| 1Y | -2.6% | +47.7% | -50.3% | -13.7% |
| All | -2.6% | +49.5% | -52.0% | -13.7% |
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