-69.4%
BTDR vs VIK
+55.4%
-124.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.2% | -11.8% | -10.6% |
| 7D | -17.6% | +5.4% | -22.9% | -21.5% |
| 30D | -40.3% | +12.5% | -52.8% | -46.0% |
| 3M | -42.6% | -15.2% | -27.4% | -34.6% |
| 6M | -46.3% | +15.4% | -61.7% | -52.4% |
| YTD | -41.7% | +27.7% | -69.4% | -51.1% |
| 1Y | -69.4% | +59.7% | -129.1% | -75.9% |
| All | -69.4% | +55.4% | -124.8% | -75.9% |
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