+3.8%
CDNS vs VIK
+221.3%
-217.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.6% |
| 7D | -6.5% | -1.8% | -4.7% | -6.0% |
| 30D | -13.0% | -17.3% | +4.3% | -7.4% |
| 3M | -26.0% | -5.1% | -21.0% | -25.2% |
| 6M | -2.8% | +16.2% | -19.0% | -10.3% |
| YTD | -8.8% | +17.6% | -26.5% | -16.6% |
| 1Y | -15.8% | +33.5% | -49.3% | -27.4% |
| All | +3.8% | +221.3% | -217.5% | -33.6% |
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 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