+117.5%
BTDR vs VIK
+225.1%
-107.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +2.7% |
| 7D | -3.4% | -0.9% | -2.5% | -2.5% |
| 30D | +32.6% | -18.4% | +51.0% | +56.4% |
| 3M | -32.2% | -8.8% | -23.5% | -26.8% |
| 6M | +52.4% | +17.1% | +35.2% | +34.3% |
| YTD | +6.7% | +19.0% | -12.4% | -7.9% |
| 1Y | -15.2% | +30.1% | -45.4% | -33.3% |
| All | +117.5% | +225.1% | -107.6% | -16.1% |
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