+46.9%
PM vs VIK
+55.4%
-8.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +1.6% |
| 7D | +4.3% | +5.4% | -1.1% | +4.3% |
| 30D | +11.5% | +12.5% | -1.0% | +11.6% |
| 3M | +13.0% | -15.2% | +28.2% | +13.1% |
| 6M | +25.9% | +15.4% | +10.6% | +24.9% |
| YTD | +34.0% | +27.7% | +6.3% | +31.5% |
| 1Y | +46.9% | +59.7% | -12.8% | +33.2% |
| All | +46.9% | +55.4% | -8.6% | +33.2% |
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