+0.8%
HD vs VIK
+236.8%
-236.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -2.9% |
| 7D | -1.2% | +3.6% | -4.8% | -2.0% |
| 30D | -11.1% | -16.7% | +5.6% | -7.4% |
| 3M | +2.0% | -1.1% | +3.1% | +1.8% |
| 6M | -10.5% | +27.8% | -38.3% | -16.3% |
| YTD | -6.9% | +23.3% | -30.2% | -12.6% |
| 1Y | -23.2% | +38.2% | -61.4% | -30.1% |
| All | +0.8% | +236.8% | -236.0% | -26.6% |
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