-73.5%
HTZ vs VIK
+54.3%
-127.8%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.5% | -9.9% | -9.2% |
| 7D | -14.6% | 0.0% | -14.6% | -13.8% |
| 30D | -20.8% | +7.7% | -28.4% | -23.1% |
| 3M | -18.8% | -17.6% | -1.2% | -10.1% |
| 6M | -74.7% | +1.7% | -76.4% | -75.9% |
| YTD | -68.1% | +22.5% | -90.6% | -72.6% |
| 1Y | -73.5% | +52.6% | -126.1% | -80.6% |
| All | -73.5% | +54.3% | -127.8% | -80.6% |
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