+669.9%
PLTR vs VIK
+236.8%
+433.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -5.0% | -3.5% |
| 7D | -5.3% | +3.6% | -8.9% | -6.9% |
| 30D | -1.0% | -16.7% | +15.7% | +7.0% |
| 3M | +24.8% | -1.1% | +25.9% | +23.5% |
| 6M | +8.4% | +27.8% | -19.5% | -8.9% |
| YTD | -4.2% | +23.3% | -27.5% | -19.0% |
| 1Y | +9.1% | +38.2% | -29.1% | -15.2% |
| All | +669.9% | +236.8% | +433.1% | +272.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling