-4.4%
HOOD vs VIK
+34.6%
-39.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.3% |
| 7D | -7.8% | -0.9% | -6.9% | -7.5% |
| 30D | +18.6% | -18.4% | +37.0% | +31.5% |
| 3M | +22.1% | -8.8% | +30.8% | +26.5% |
| 6M | +43.1% | +17.1% | +25.9% | +28.9% |
| YTD | -0.5% | +19.0% | -19.5% | -10.7% |
| 1Y | -4.4% | +30.1% | -34.5% | -11.9% |
| All | -4.4% | +34.6% | -39.0% | -11.9% |
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 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