-11.9%
BA vs VIK
+47.3%
-59.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -1.1% | +2.7% | -3.8% | -1.7% |
| 30D | -7.1% | +8.8% | -15.9% | -8.9% |
| 3M | -25.5% | -15.3% | -10.2% | -23.2% |
| 6M | -28.7% | +9.4% | -38.1% | -30.0% |
| YTD | -21.0% | +25.9% | -46.9% | -23.2% |
| 1Y | -11.9% | +51.0% | -62.9% | -8.9% |
| All | -11.9% | +47.3% | -59.1% | -8.9% |
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