+133.9%
HL vs VIK
+37.7%
+96.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +1.5% | -3.0% | +4.5% | +2.4% |
| 30D | +25.1% | -20.7% | +45.8% | +33.6% |
| 3M | +22.9% | -4.6% | +27.5% | +22.4% |
| 6M | -4.9% | +14.0% | -18.9% | -11.9% |
| YTD | +7.8% | +20.2% | -12.3% | -1.5% |
| 1Y | +133.9% | +36.0% | +97.9% | +100.6% |
| All | +133.9% | +37.7% | +96.2% | +100.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling