-32.4%
PATH vs VIK
+234.5%
-267.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | -5.3% | 0.0% | -5.3% | -5.3% |
| 30D | -0.5% | +7.7% | -8.2% | -2.8% |
| 3M | -7.1% | -17.6% | +10.5% | -1.9% |
| 6M | +23.8% | +1.7% | +22.1% | +21.8% |
| YTD | -20.7% | +22.5% | -43.2% | -28.3% |
| 1Y | -8.1% | +52.6% | -60.7% | -24.5% |
| All | -32.4% | +234.5% | -267.0% | -45.9% |
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