-10.6%
BA vs VIK
+55.4%
-66.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.2% | -4.1% | +0.8% |
| 7D | +5.9% | +5.4% | +0.5% | +4.7% |
| 30D | -8.2% | +12.5% | -20.7% | -10.5% |
| 3M | -25.4% | -15.2% | -10.2% | -23.1% |
| 6M | -20.0% | +15.4% | -35.4% | -22.3% |
| YTD | -18.5% | +27.7% | -46.1% | -21.0% |
| 1Y | -10.6% | +59.7% | -70.4% | -8.4% |
| All | -10.6% | +55.4% | -66.1% | -8.4% |
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