+28.5%
CF vs VIK
+11.5%
+17.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.1% |
| 7D | +6.0% | -3.0% | +9.0% | +4.0% |
| 30D | +14.8% | -20.7% | +35.6% | -1.9% |
| 3M | +14.1% | -4.6% | +18.7% | +13.2% |
| 6M | +28.5% | +14.0% | +14.5% | +56.2% |
| All | +28.5% | +11.5% | +17.1% | +56.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling