-22.2%
HDB vs VIK
+225.3%
-247.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.3% |
| 7D | -4.9% | -0.8% | -4.1% | -4.8% |
| 30D | -5.8% | -18.0% | +12.2% | -3.2% |
| 3M | -5.2% | -5.8% | +0.6% | -4.6% |
| 6M | -25.7% | +17.2% | -42.9% | -27.8% |
| YTD | -39.6% | +19.1% | -58.7% | -41.3% |
| 1Y | -36.9% | +33.6% | -70.5% | -39.3% |
| All | -22.2% | +225.3% | -247.5% | -30.6% |
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