-4.7%
BAC vs VIK
+47.2%
-51.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +1.5% | +3.2% | -1.6% | +0.8% |
| 30D | -6.4% | +8.2% | -14.6% | -8.0% |
| 3M | -21.7% | -14.7% | -7.0% | -19.1% |
| 6M | +0.5% | +10.3% | -9.8% | -3.3% |
| YTD | -6.7% | +24.5% | -31.2% | -13.9% |
| 1Y | -4.7% | +45.7% | -50.4% | -15.7% |
| All | -4.7% | +47.2% | -51.8% | -15.7% |
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