-9.0%
HDB vs VIK
+243.7%
-252.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.3% |
| 7D | +2.7% | +2.7% | 0.0% | +2.3% |
| 30D | +14.1% | +8.8% | +5.3% | +12.6% |
| 3M | +11.8% | -15.3% | +27.1% | +14.3% |
| 6M | +8.2% | +9.4% | -1.2% | +6.1% |
| YTD | -29.3% | +25.9% | -55.2% | -32.0% |
| 1Y | -28.8% | +51.0% | -79.8% | -32.5% |
| All | -9.0% | +243.7% | -252.7% | -19.6% |
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 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