-45.2%
ADBE vs VIK
+236.8%
-282.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.1% | -3.9% |
| 7D | -10.1% | +3.6% | -13.7% | -10.6% |
| 30D | -3.0% | -16.7% | +13.7% | -0.2% |
| 3M | +5.0% | -1.1% | +6.1% | +4.5% |
| 6M | -9.3% | +27.8% | -37.1% | -15.4% |
| YTD | -26.5% | +23.3% | -49.8% | -31.1% |
| 1Y | -28.3% | +38.2% | -66.5% | -34.9% |
| All | -45.2% | +236.8% | -282.0% | -55.7% |
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