-45.7%
ADBE vs VIK
+225.3%
-271.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.4% |
| 7D | -8.9% | -0.8% | -8.1% | -8.8% |
| 30D | -6.6% | -18.0% | +11.4% | -3.7% |
| 3M | +7.1% | -5.8% | +12.9% | +7.5% |
| 6M | -9.8% | +17.2% | -26.9% | -14.3% |
| YTD | -27.2% | +19.1% | -46.3% | -31.3% |
| 1Y | -28.0% | +33.6% | -61.6% | -34.3% |
| All | -45.7% | +225.3% | -271.0% | -55.8% |
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