-26.6%
PNR vs VIK
+225.1%
-251.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.7% |
| 7D | -6.0% | -0.9% | -5.1% | -5.8% |
| 30D | -14.0% | -18.4% | +4.4% | -8.2% |
| 3M | -21.7% | -8.8% | -12.9% | -19.8% |
| 6M | -37.3% | +17.1% | -54.4% | -41.8% |
| YTD | -45.1% | +19.0% | -64.2% | -49.6% |
| 1Y | -49.1% | +30.1% | -79.3% | -55.0% |
| All | -26.6% | +225.1% | -251.7% | -50.1% |
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