+3.7%
CDNS vs VIK
+225.3%
-221.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.4% |
| 7D | -7.2% | -0.8% | -6.4% | -7.0% |
| 30D | -14.3% | -18.0% | +3.8% | -8.4% |
| 3M | -27.2% | -5.8% | -21.4% | -26.1% |
| 6M | -4.5% | +17.2% | -21.7% | -12.0% |
| YTD | -9.0% | +19.1% | -28.1% | -17.1% |
| 1Y | -21.3% | +33.6% | -55.0% | -32.1% |
| All | +3.7% | +225.3% | -221.7% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling