+155.7%
CAT vs VIK
+236.8%
-81.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | 0.0% |
| 7D | +5.6% | +3.6% | +2.0% | +4.1% |
| 30D | -2.3% | -16.7% | +14.4% | +4.8% |
| 3M | -10.0% | -1.1% | -8.9% | -9.8% |
| 6M | +21.2% | +27.8% | -6.6% | +8.9% |
| YTD | +44.4% | +23.3% | +21.1% | +30.9% |
| 1Y | +96.3% | +38.2% | +58.1% | +69.6% |
| All | +155.7% | +236.8% | -81.2% | +65.3% |
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