+117.5%
BTI vs VIK
+221.3%
-103.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.0% |
| 7D | -2.0% | -1.8% | -0.1% | -1.9% |
| 30D | -3.4% | -17.3% | +13.8% | -2.7% |
| 3M | -9.0% | -5.1% | -3.9% | -8.8% |
| 6M | -5.0% | +16.2% | -21.2% | -5.6% |
| YTD | -0.3% | +17.6% | -18.0% | -1.0% |
| 1Y | +3.1% | +33.5% | -30.4% | +2.1% |
| All | +117.5% | +221.3% | -103.8% | +110.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling