+97.6%
PSX vs VIK
+228.1%
-130.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +4.5% | -3.0% | +7.6% | +5.0% |
| 30D | +26.6% | -20.7% | +47.3% | +30.4% |
| 3M | +39.3% | -4.6% | +43.9% | +39.3% |
| 6M | +56.8% | +14.0% | +42.8% | +50.0% |
| YTD | +101.8% | +20.2% | +81.7% | +88.8% |
| 1Y | +99.6% | +36.0% | +63.6% | +78.8% |
| All | +97.6% | +228.1% | -130.5% | +41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling