-13.7%
CI vs VIK
+234.5%
-248.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.6% |
| 7D | -1.6% | 0.0% | -1.6% | -1.6% |
| 30D | +5.4% | +7.7% | -2.2% | +5.3% |
| 3M | +7.3% | -17.6% | +24.9% | +7.3% |
| 6M | +5.3% | +1.7% | +3.6% | +5.1% |
| YTD | +8.5% | +22.5% | -14.0% | +8.0% |
| 1Y | +17.1% | +52.6% | -35.5% | +16.9% |
| All | -13.7% | +234.5% | -248.2% | -8.9% |
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