-8.8%
BA vs VIK
+39.1%
-47.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.4% | -1.2% |
| 7D | +2.5% | +3.6% | -1.1% | +1.8% |
| 30D | -10.1% | -16.7% | +6.6% | -7.1% |
| 3M | -2.4% | -1.1% | -1.3% | -2.4% |
| 6M | -8.8% | +27.8% | -36.6% | -11.3% |
| YTD | -2.9% | +23.3% | -26.3% | -5.4% |
| 1Y | -8.8% | +38.2% | -46.9% | -11.6% |
| All | -8.8% | +39.1% | -47.9% | -11.6% |
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