-13.1%
CI vs VIK
+233.3%
-246.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +4.7% | +6.8% | -2.1% | +4.6% |
| 3M | +5.2% | -17.6% | +22.8% | +5.3% |
| 6M | +3.8% | +5.4% | -1.7% | +3.6% |
| YTD | +9.2% | +22.1% | -12.8% | +8.8% |
| 1Y | +14.3% | +49.3% | -35.0% | +14.0% |
| All | -13.1% | +233.3% | -246.4% | -8.3% |
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