+55.3%
BE vs VIK
+55.4%
-0.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.2% | -12.6% | -9.9% |
| 7D | -12.1% | +5.4% | -17.5% | -15.1% |
| 30D | -30.1% | +12.5% | -42.6% | -34.8% |
| 3M | -12.1% | -15.2% | +3.1% | -4.1% |
| 6M | -30.6% | +15.4% | -45.9% | -34.1% |
| YTD | +130.6% | +27.7% | +103.0% | +105.7% |
| 1Y | +55.3% | +59.7% | -4.4% | +32.6% |
| All | +55.3% | +55.4% | -0.2% | +32.6% |
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