-21.0%
PATH vs VIK
+228.1%
-249.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.3% | -16.9% | -16.7% |
| 7D | -16.3% | -3.0% | -13.3% | -15.6% |
| 30D | +9.9% | -20.7% | +30.7% | +17.7% |
| 3M | +30.2% | -4.6% | +34.8% | +31.2% |
| 6M | +37.2% | +14.0% | +23.2% | +28.0% |
| YTD | -7.3% | +20.2% | -27.5% | -15.5% |
| 1Y | +40.0% | +36.0% | +4.0% | +20.9% |
| All | -21.0% | +228.1% | -249.2% | -36.3% |
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