-18.9%
CI vs VIK
+236.8%
-255.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.5% | -1.8% |
| 7D | -2.0% | +3.6% | -5.6% | -2.0% |
| 30D | -1.8% | -16.7% | +14.9% | -1.7% |
| 3M | -4.2% | -1.1% | -3.2% | -4.3% |
| 6M | +2.7% | +27.8% | -25.1% | +2.4% |
| YTD | +1.9% | +23.3% | -21.4% | +1.5% |
| 1Y | -6.3% | +38.2% | -44.4% | -6.5% |
| All | -18.9% | +236.8% | -255.7% | -14.4% |
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