-10.6%
BA vs VIK
+51.6%
-62.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | +0.2% |
| 7D | -1.4% | -1.2% | -0.2% | -1.1% |
| 30D | -7.9% | +11.5% | -19.4% | -10.1% |
| 3M | -25.2% | -11.3% | -13.9% | -23.7% |
| 6M | -26.7% | +11.3% | -38.0% | -28.3% |
| YTD | -19.6% | +26.1% | -45.7% | -21.9% |
| 1Y | -10.6% | +50.0% | -60.6% | -8.9% |
| All | -10.6% | +51.6% | -62.2% | -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