-73.2%
HTZ vs VIK
+51.4%
-124.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.5% | -15.3% | -17.6% |
| 7D | -7.7% | -3.8% | -4.0% | -5.0% |
| 30D | -13.1% | +5.5% | -18.6% | -14.6% |
| 3M | +14.7% | -20.4% | +35.2% | +29.4% |
| 6M | -70.6% | +5.4% | -76.1% | -72.7% |
| YTD | -65.2% | +20.7% | -85.8% | -69.8% |
| 1Y | -73.2% | +50.7% | -123.9% | -80.4% |
| All | -73.2% | +51.4% | -124.6% | -80.4% |
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