+163.8%
CIEN vs VIK
+34.6%
+129.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +3.8% |
| 7D | +8.9% | -0.9% | +9.8% | +9.5% |
| 30D | -19.1% | -18.4% | -0.7% | -9.6% |
| 3M | -21.5% | -8.8% | -12.7% | -16.8% |
| 6M | +2.8% | +17.1% | -14.3% | -6.5% |
| YTD | +49.5% | +19.0% | +30.4% | +34.5% |
| 1Y | +163.8% | +30.1% | +133.7% | +128.1% |
| All | +163.8% | +34.6% | +129.2% | +128.1% |
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 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