+42.1%
HPQ vs VIK
+225.1%
-183.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.2% | +7.2% | +8.1% |
| 7D | +9.8% | -0.9% | +10.7% | +9.9% |
| 30D | +22.4% | -18.4% | +40.8% | +29.7% |
| 3M | +45.2% | -8.8% | +53.9% | +48.5% |
| 6M | +96.4% | +17.1% | +79.3% | +82.6% |
| YTD | +65.4% | +19.0% | +46.3% | +51.9% |
| 1Y | +31.6% | +30.1% | +1.4% | +16.1% |
| All | +42.1% | +225.1% | -183.0% | -9.0% |
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