-31.8%
PNR vs VIK
+55.4%
-87.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.2% | -2.9% | +1.5% |
| 7D | +11.9% | +5.4% | +6.5% | +10.2% |
| 30D | +37.1% | +12.5% | +24.6% | +32.5% |
| 3M | +5.7% | -15.2% | +20.9% | +10.7% |
| 6M | -5.7% | +15.4% | -21.0% | -11.7% |
| YTD | -29.8% | +27.7% | -57.5% | -36.9% |
| 1Y | -31.8% | +59.7% | -91.5% | -44.2% |
| All | -31.8% | +55.4% | -87.2% | -44.2% |
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