-0.8%
PAAS vs VIK
+47.2%
-47.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -3.7% |
| 7D | -7.0% | +3.2% | -10.2% | -7.9% |
| 30D | -15.3% | +8.2% | -23.5% | -17.1% |
| 3M | -27.7% | -14.7% | -13.0% | -24.6% |
| 6M | -40.5% | +10.3% | -50.7% | -43.8% |
| YTD | -26.5% | +24.5% | -51.0% | -32.7% |
| 1Y | -0.8% | +45.7% | -46.5% | -12.0% |
| All | -0.8% | +47.2% | -47.9% | -12.0% |
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 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