+119.3%
CHRW vs VIK
+236.8%
-117.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -1.0% | +1.1% |
| 7D | +1.9% | +3.6% | -1.6% | +1.2% |
| 30D | +0.9% | -16.7% | +17.7% | +4.6% |
| 3M | -19.9% | -1.1% | -18.8% | -20.3% |
| 6M | -15.8% | +27.8% | -43.6% | -21.6% |
| YTD | -5.6% | +23.3% | -28.9% | -11.3% |
| 1Y | +21.0% | +38.2% | -17.1% | +11.0% |
| All | +119.3% | +236.8% | -117.6% | +64.0% |
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