-9.4%
HDB vs VIK
+239.9%
-249.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | +4.1% | +3.2% | +0.9% | +3.6% |
| 30D | +13.0% | +8.2% | +4.8% | +11.5% |
| 3M | +11.3% | -14.7% | +25.9% | +13.6% |
| 6M | +6.9% | +10.3% | -3.3% | +4.8% |
| YTD | -29.6% | +24.5% | -54.1% | -32.2% |
| 1Y | -29.5% | +45.7% | -75.3% | -32.9% |
| All | -9.4% | +239.9% | -249.3% | -19.9% |
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