+118.6%
BTI vs VIK
+236.8%
-118.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.5% |
| 7D | -1.4% | +3.6% | -5.0% | -1.5% |
| 30D | -7.0% | -16.7% | +9.7% | -6.3% |
| 3M | -6.3% | -1.1% | -5.2% | -6.3% |
| 6M | -2.0% | +27.8% | -29.8% | -2.9% |
| YTD | +0.2% | +23.3% | -23.1% | -0.7% |
| 1Y | +3.8% | +38.2% | -34.4% | +2.6% |
| All | +118.6% | +236.8% | -118.2% | +111.6% |
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