+194.2%
PAAS vs VIK
+225.3%
-31.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.4% | +7.1% | +4.7% |
| 7D | +2.6% | -0.8% | +3.4% | +2.8% |
| 30D | +2.5% | -18.0% | +20.5% | +7.9% |
| 3M | +15.1% | -5.8% | +20.9% | +16.0% |
| 6M | -12.1% | +17.2% | -29.2% | -17.3% |
| YTD | +3.1% | +19.1% | -16.1% | -3.7% |
| 1Y | +50.8% | +33.6% | +17.2% | +36.1% |
| All | +194.2% | +225.3% | -31.1% | +101.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling