-0.4%
PL vs VIK
+55.4%
-55.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.2% | -12.6% | -8.2% |
| 7D | -11.7% | +5.4% | -17.1% | -13.2% |
| 30D | -27.1% | +12.5% | -39.6% | -29.9% |
| 3M | -44.6% | -15.2% | -29.4% | -42.3% |
| 6M | -67.2% | +15.4% | -82.5% | -67.7% |
| YTD | -35.9% | +27.7% | -63.5% | -38.0% |
| 1Y | -0.4% | +59.7% | -60.1% | -15.9% |
| All | -0.4% | +55.4% | -55.8% | -15.9% |
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