-44.6%
PNR vs VIK
+37.7%
-82.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -2.4% | -3.0% | +0.7% | -1.5% |
| 30D | -12.8% | -20.7% | +8.0% | -6.7% |
| 3M | -17.0% | -4.6% | -12.3% | -16.7% |
| 6M | -37.4% | +14.0% | -51.4% | -41.4% |
| YTD | -41.6% | +20.2% | -61.8% | -46.2% |
| 1Y | -44.6% | +36.0% | -80.6% | -50.9% |
| All | -44.6% | +37.7% | -82.3% | -50.9% |
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