+55.5%
JHX vs VIK
+37.7%
+17.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.4% |
| 7D | +1.5% | -3.0% | +4.6% | +3.0% |
| 30D | +7.2% | -20.7% | +27.9% | +18.8% |
| 3M | +29.9% | -4.6% | +34.6% | +30.8% |
| 6M | +35.4% | +14.0% | +21.4% | +24.4% |
| YTD | +46.5% | +20.2% | +26.3% | +32.5% |
| 1Y | +55.5% | +36.0% | +19.5% | +34.4% |
| All | +55.5% | +37.7% | +17.8% | +34.4% |
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