-43.9%
CHTR vs VIK
+225.1%
-269.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.4% |
| 7D | -4.1% | -0.9% | -3.2% | -3.8% |
| 30D | -3.0% | -18.4% | +15.4% | +1.7% |
| 3M | +4.8% | -8.8% | +13.5% | +6.6% |
| 6M | -35.0% | +17.1% | -52.2% | -38.5% |
| YTD | -30.2% | +19.0% | -49.2% | -34.5% |
| 1Y | -44.8% | +30.1% | -74.9% | -49.7% |
| All | -43.9% | +225.1% | -269.0% | -61.1% |
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