-37.0%
BAX vs VIK
+225.3%
-262.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.0% |
| 7D | -5.1% | -0.8% | -4.3% | -4.9% |
| 30D | -12.2% | -18.0% | +5.9% | -7.7% |
| 3M | +21.8% | -5.8% | +27.6% | +23.1% |
| 6M | +36.3% | +17.2% | +19.1% | +29.0% |
| YTD | +27.8% | +19.1% | +8.7% | +20.4% |
| 1Y | -0.1% | +33.6% | -33.7% | -8.7% |
| All | -37.0% | +225.3% | -262.3% | -50.3% |
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