-12.7%
CLSK vs VIK
+225.1%
-237.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.2% | +5.6% | +5.9% |
| 7D | +7.7% | -0.9% | +8.7% | +8.6% |
| 30D | +12.2% | -18.4% | +30.6% | +29.0% |
| 3M | -15.5% | -8.8% | -6.7% | -10.3% |
| 6M | +39.3% | +17.1% | +22.2% | +22.7% |
| YTD | +35.1% | +19.0% | +16.0% | +15.9% |
| 1Y | +34.0% | +30.1% | +3.9% | +6.5% |
| All | -12.7% | +225.1% | -237.7% | -65.1% |
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 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