-48.5%
HTZ vs VIK
+228.1%
-276.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.1% | +1.2% |
| 7D | +7.5% | -3.0% | +10.5% | +8.9% |
| 30D | +47.4% | -20.7% | +68.2% | +62.5% |
| 3M | -54.9% | -4.6% | -50.3% | -54.8% |
| 6M | -47.0% | +14.0% | -61.0% | -51.2% |
| YTD | -55.3% | +20.2% | -75.4% | -59.7% |
| 1Y | -57.6% | +36.0% | -93.7% | -63.9% |
| All | -48.5% | +228.1% | -276.7% | -67.0% |
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 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