+72.9%
PBR vs VIK
+55.4%
+17.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.2% | -13.2% | -5.6% |
| 7D | -11.0% | +5.4% | -16.4% | -9.8% |
| 30D | -18.8% | +12.5% | -31.3% | -16.6% |
| 3M | +7.8% | -15.2% | +23.0% | +5.7% |
| 6M | -7.6% | +15.4% | -22.9% | -4.1% |
| YTD | +72.7% | +27.7% | +45.0% | +79.8% |
| 1Y | +72.9% | +59.7% | +13.2% | +81.7% |
| All | +72.9% | +55.4% | +17.5% | +81.7% |
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