+185.6%
PAAS vs VIK
+228.1%
-42.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -2.9% | -3.0% | +0.1% | -2.0% |
| 30D | +6.8% | -20.7% | +27.5% | +13.7% |
| 3M | -2.9% | -4.6% | +1.8% | -2.4% |
| 6M | -16.4% | +14.0% | -30.4% | -20.8% |
| YTD | 0.0% | +20.2% | -20.1% | -6.7% |
| 1Y | +54.3% | +36.0% | +18.3% | +38.6% |
| All | +185.6% | +228.1% | -42.6% | +95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling