-33.4%
BAX vs VIK
+243.7%
-277.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | +0.1% | +2.7% | -2.7% | -0.6% |
| 30D | +4.1% | +8.8% | -4.7% | +1.7% |
| 3M | -4.5% | -15.3% | +10.8% | -0.7% |
| 6M | +49.2% | +9.4% | +39.9% | +44.2% |
| YTD | +35.2% | +25.9% | +9.4% | +25.2% |
| 1Y | +38.3% | +51.0% | -12.7% | +22.5% |
| All | -33.4% | +243.7% | -277.0% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling