+172.6%
HPE vs VIK
+26.9%
+145.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.4% | +8.5% | +6.3% |
| 7D | +13.6% | -0.8% | +14.4% | +13.9% |
| 30D | +7.7% | -18.0% | +25.8% | +15.0% |
| 3M | +22.4% | -5.8% | +28.2% | +26.7% |
| 6M | +172.6% | +17.2% | +155.4% | +157.9% |
| All | +172.6% | +26.9% | +145.7% | +157.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling