+95.9%
BKR vs VIK
+221.3%
-125.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -6.4% |
| 7D | -6.7% | -1.8% | -4.8% | -6.3% |
| 30D | -8.3% | -17.3% | +8.9% | -4.6% |
| 3M | -5.4% | -5.1% | -0.3% | -5.1% |
| 6M | +0.8% | +16.2% | -15.4% | -5.4% |
| YTD | +31.8% | +17.6% | +14.2% | +22.4% |
| 1Y | +28.6% | +33.5% | -4.9% | +14.1% |
| All | +95.9% | +221.3% | -125.4% | +35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling