+26.1%
PAAS vs VIK
+55.4%
-29.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +6.2% | +2.1% | +6.4% |
| 7D | -1.1% | +5.4% | -6.5% | -2.6% |
| 30D | -8.5% | +12.5% | -21.0% | -11.5% |
| 3M | -7.3% | -15.2% | +7.9% | -2.7% |
| 6M | -18.3% | +15.4% | -33.6% | -24.2% |
| YTD | -19.2% | +27.7% | -46.8% | -26.9% |
| 1Y | +26.1% | +59.7% | -33.6% | +9.3% |
| All | +26.1% | +55.4% | -29.3% | +9.3% |
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