-11.5%
BA vs VIK
+47.9%
-59.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -9.5% | +6.8% | -16.2% | -10.8% |
| 3M | -26.5% | -17.6% | -8.9% | -23.7% |
| 6M | -27.4% | +5.4% | -32.8% | -28.2% |
| YTD | -20.6% | +22.1% | -42.7% | -22.3% |
| All | -11.5% | +47.9% | -59.5% | -9.1% |
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