-5.8%
CI vs VIK
+33.4%
-39.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.3% | +0.9% |
| 7D | -1.1% | -0.8% | -0.3% | -1.1% |
| 30D | +0.5% | -18.0% | +18.5% | +0.9% |
| 3M | -5.2% | -5.8% | +0.6% | -5.4% |
| 6M | +4.3% | +17.2% | -12.8% | +2.7% |
| YTD | +2.8% | +19.1% | -16.3% | +0.8% |
| 1Y | -5.8% | +33.6% | -39.4% | -6.6% |
| All | -5.8% | +33.4% | -39.2% | -6.6% |
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