-27.3%
BX vs VIK
+34.6%
-61.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.1% |
| 7D | -5.6% | -0.9% | -4.7% | -5.3% |
| 30D | -12.2% | -18.4% | +6.2% | -6.9% |
| 3M | +7.4% | -8.8% | +16.2% | +9.4% |
| 6M | +22.2% | +17.1% | +5.0% | +13.7% |
| YTD | -14.0% | +19.0% | -33.1% | -20.3% |
| 1Y | -27.3% | +30.1% | -57.4% | -37.4% |
| All | -27.3% | +34.6% | -61.9% | -37.4% |
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