+29.7%
HPQ vs VIK
+225.3%
-195.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.4% | +8.3% | +5.9% |
| 7D | +2.2% | -0.8% | +3.0% | +2.3% |
| 30D | +9.7% | -18.0% | +27.8% | +16.2% |
| 3M | +32.7% | -5.8% | +38.5% | +34.3% |
| 6M | +77.7% | +17.2% | +60.5% | +65.2% |
| YTD | +51.0% | +19.1% | +31.9% | +38.6% |
| 1Y | +18.4% | +33.6% | -15.2% | +3.4% |
| All | +29.7% | +225.3% | -195.6% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling