-32.4%
PATH vs VIK
+229.5%
-261.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | -2.0% |
| 7D | -5.6% | -3.8% | -1.8% | -4.5% |
| 30D | -0.7% | +5.5% | -6.2% | -2.4% |
| 3M | -5.9% | -20.4% | +14.6% | +0.5% |
| 6M | +21.6% | +5.4% | +16.1% | +18.0% |
| YTD | -20.6% | +20.7% | -41.3% | -27.9% |
| 1Y | -10.6% | +50.7% | -61.3% | -26.3% |
| All | -32.4% | +229.5% | -261.9% | -45.6% |
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