+388.5%
HOOD vs VIK
+236.8%
+151.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -3.2% |
| 7D | -5.1% | +2.6% | -7.7% | -6.7% |
| 30D | -25.4% | +7.9% | -33.3% | -29.5% |
| 3M | -14.0% | -15.2% | +1.2% | -3.6% |
| 6M | +5.6% | +6.5% | -0.9% | -1.9% |
| YTD | -28.1% | +23.3% | -51.4% | -41.9% |
| 1Y | -40.1% | +47.7% | -87.8% | -59.2% |
| All | +388.5% | +236.8% | +151.7% | +96.3% |
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