+69.9%
PR vs VIK
+49.5%
+20.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +1.1% |
| 7D | -9.5% | +2.6% | -12.1% | -8.9% |
| 30D | -5.7% | +7.9% | -13.6% | -4.0% |
| 3M | +3.0% | -15.2% | +18.1% | -0.1% |
| 6M | +11.8% | +6.5% | +5.3% | +13.3% |
| YTD | +58.5% | +23.3% | +35.1% | +61.4% |
| 1Y | +69.9% | +47.7% | +22.2% | +69.3% |
| All | +69.9% | +49.5% | +20.4% | +69.3% |
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