+95.4%
CHRW vs VIK
+244.4%
-149.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +3.2% |
| 7D | -0.1% | -1.2% | +1.2% | +0.2% |
| 30D | -4.3% | +11.5% | -15.8% | -6.5% |
| 3M | -7.4% | -11.3% | +3.9% | -5.5% |
| 6M | -20.7% | +11.3% | -32.0% | -23.5% |
| YTD | -15.9% | +26.1% | -42.0% | -21.4% |
| 1Y | -9.9% | +50.0% | -59.9% | -18.6% |
| All | +95.4% | +244.4% | -149.0% | +45.3% |
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