+69.9%
ABBV vs VIK
+221.3%
-151.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +1.7% |
| 7D | -2.0% | -1.8% | -0.2% | -1.9% |
| 30D | +2.0% | -17.3% | +19.2% | +3.1% |
| 3M | +14.2% | -5.1% | +19.2% | +14.2% |
| 6M | +14.1% | +16.2% | -2.1% | +12.1% |
| YTD | +14.2% | +17.6% | -3.4% | +12.0% |
| 1Y | +24.2% | +33.5% | -9.3% | +20.7% |
| All | +69.9% | +221.3% | -151.3% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling