+142.3%
CAH vs VIK
+225.3%
-83.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.1% |
| 7D | -2.2% | -0.8% | -1.4% | -2.2% |
| 30D | +1.2% | -18.0% | +19.2% | +2.7% |
| 3M | +13.1% | -5.8% | +18.9% | +13.3% |
| 6M | +8.5% | +17.2% | -8.7% | +6.4% |
| YTD | +17.6% | +19.1% | -1.5% | +15.0% |
| 1Y | +60.7% | +33.6% | +27.0% | +55.3% |
| All | +142.3% | +225.3% | -83.0% | +133.6% |
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