+7.3%
PL vs VIK
+47.9%
-40.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.4% | +14.9% | +14.6% |
| 7D | +10.9% | +0.1% | +10.8% | +11.0% |
| 30D | -16.4% | +6.8% | -23.2% | -18.0% |
| 3M | -39.9% | -17.6% | -22.3% | -36.8% |
| 6M | -63.2% | +5.4% | -68.6% | -63.1% |
| YTD | -27.1% | +22.1% | -49.2% | -28.1% |
| All | +7.3% | +47.9% | -40.6% | -3.0% |
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