+129.0%
PAAS vs VIK
+234.5%
-105.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.0% |
| 7D | +8.4% | 0.0% | +8.4% | +8.4% |
| 30D | -7.2% | +7.7% | -14.8% | -9.0% |
| 3M | -14.0% | -17.6% | +3.6% | -9.7% |
| 6M | -26.8% | +1.7% | -28.4% | -28.1% |
| YTD | -19.8% | +22.5% | -42.3% | -25.8% |
| 1Y | +22.8% | +52.6% | -29.8% | +7.0% |
| All | +129.0% | +234.5% | -105.5% | +55.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling