+18.7%
HPQ vs VIK
+37.7%
-19.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +2.0% | +2.2% |
| 7D | +6.9% | -3.0% | +10.0% | +7.6% |
| 30D | +14.4% | -20.7% | +35.2% | +19.5% |
| 3M | +25.6% | -4.6% | +30.3% | +26.6% |
| 6M | +75.0% | +14.0% | +61.1% | +69.1% |
| YTD | +50.7% | +20.2% | +30.5% | +41.5% |
| 1Y | +18.7% | +36.0% | -17.4% | +2.6% |
| All | +18.7% | +37.7% | -19.1% | +2.6% |
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