+20.2%
PBR vs VIK
+26.9%
-6.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | -0.2% |
| 7D | +0.3% | -0.8% | +1.1% | +0.2% |
| 30D | +17.5% | -18.0% | +35.6% | +13.3% |
| 3M | +20.9% | -5.8% | +26.7% | +19.9% |
| 6M | +20.2% | +17.2% | +3.1% | +23.8% |
| All | +20.2% | +26.9% | -6.6% | +23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling