+3.1%
HD vs VIK
+228.1%
-225.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.9% |
| 7D | -2.1% | -3.0% | +1.0% | -1.3% |
| 30D | -8.4% | -20.7% | +12.3% | -3.4% |
| 3M | +4.3% | -4.6% | +9.0% | +5.0% |
| 6M | -11.1% | +14.0% | -25.1% | -14.8% |
| YTD | -4.7% | +20.2% | -24.8% | -10.0% |
| 1Y | -19.8% | +36.0% | -55.8% | -26.7% |
| All | +3.1% | +228.1% | -225.0% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling