-11.8%
CAG vs VIK
+37.7%
-49.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -3.8% | -3.0% | -0.8% | -3.8% |
| 30D | +3.1% | -20.7% | +23.9% | +2.9% |
| 3M | +23.5% | -4.6% | +28.1% | +22.8% |
| 6M | -14.8% | +14.0% | -28.8% | -15.5% |
| YTD | -5.4% | +20.2% | -25.6% | -6.9% |
| 1Y | -11.8% | +36.0% | -47.8% | -15.8% |
| All | -11.8% | +37.7% | -49.5% | -15.8% |
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