-32.0%
BAX vs VIK
+244.4%
-276.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.9% |
| 7D | -0.6% | -1.2% | +0.6% | -0.3% |
| 30D | +6.3% | +11.5% | -5.2% | +3.2% |
| 3M | -4.6% | -11.3% | +6.8% | -2.0% |
| 6M | +50.4% | +11.3% | +39.1% | +44.6% |
| YTD | +38.0% | +26.1% | +11.9% | +27.7% |
| 1Y | +44.6% | +50.0% | -5.4% | +28.3% |
| All | -32.0% | +244.4% | -276.4% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling