+19.3%
PH vs VIK
+55.4%
-36.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.2% | -9.9% | -5.2% |
| 7D | -0.2% | +5.4% | -5.6% | -1.6% |
| 30D | -6.7% | +12.5% | -19.2% | -9.6% |
| 3M | -8.1% | -15.2% | +7.1% | -4.2% |
| 6M | +5.3% | +15.4% | -10.0% | -0.3% |
| YTD | +4.2% | +27.7% | -23.5% | -5.6% |
| 1Y | +19.3% | +59.7% | -40.4% | +3.7% |
| All | +19.3% | +55.4% | -36.1% | +3.7% |
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