+39.4%
BP vs VIK
+31.2%
+8.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.6% |
| 7D | +5.7% | -1.8% | +7.6% | +5.4% |
| 30D | +8.1% | -17.3% | +25.3% | +4.5% |
| 3M | +8.6% | -5.1% | +13.7% | +7.7% |
| 6M | +18.1% | +16.2% | +1.9% | +20.5% |
| YTD | +37.6% | +17.6% | +20.0% | +39.7% |
| 1Y | +39.4% | +33.5% | +5.9% | +40.7% |
| All | +39.4% | +31.2% | +8.2% | +40.7% |
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