+40.0%
PATH vs VIK
+37.7%
+2.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.3% | -16.9% | -16.7% |
| 7D | -16.3% | -3.0% | -13.3% | -15.9% |
| 30D | +9.9% | -20.7% | +30.7% | +14.3% |
| 3M | +30.2% | -4.6% | +34.8% | +30.9% |
| 6M | +37.2% | +14.0% | +23.2% | +31.7% |
| YTD | -7.3% | +20.2% | -27.5% | -12.6% |
| 1Y | +40.0% | +36.0% | +4.0% | +29.4% |
| All | +40.0% | +37.7% | +2.3% | +29.4% |
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