-3.8%
HSY vs VIK
+34.6%
-38.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.6% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | -5.2% | -18.4% | +13.2% | -4.6% |
| 3M | -3.4% | -8.8% | +5.4% | -3.3% |
| 6M | -19.2% | +17.1% | -36.3% | -19.6% |
| YTD | -2.6% | +19.0% | -21.7% | -3.1% |
| 1Y | -3.8% | +30.1% | -33.9% | -5.1% |
| All | -3.8% | +34.6% | -38.3% | -5.1% |
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