+49.6%
CF vs VIK
+54.3%
-4.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +1.4% |
| 7D | -3.2% | 0.0% | -3.2% | -2.9% |
| 30D | +4.3% | +7.7% | -3.3% | +8.3% |
| 3M | +2.8% | -17.6% | +20.4% | -5.7% |
| 6M | +0.6% | +1.7% | -1.0% | +4.2% |
| YTD | +56.6% | +22.5% | +34.1% | +79.6% |
| 1Y | +49.6% | +52.6% | -3.0% | +64.5% |
| All | +49.6% | +54.3% | -4.7% | +64.5% |
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