+14.7%
BX vs VIK
+221.3%
-206.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.3% |
| 7D | -8.9% | -1.8% | -7.1% | -8.2% |
| 30D | -14.8% | -17.3% | +2.5% | -8.0% |
| 3M | +6.9% | -5.1% | +12.0% | +8.1% |
| 6M | +16.3% | +16.2% | +0.1% | +6.0% |
| YTD | -16.1% | +17.6% | -33.7% | -24.5% |
| 1Y | -26.8% | +33.5% | -60.3% | -38.6% |
| All | +14.7% | +221.3% | -206.5% | -29.0% |
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