+1.8%
CMCSA vs VIK
+55.4%
-53.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.2% | -1.2% | +4.4% |
| 7D | +15.2% | +5.4% | +9.8% | +14.6% |
| 30D | +17.0% | +12.5% | +4.5% | +15.7% |
| 3M | +1.2% | -15.2% | +16.4% | +2.0% |
| 6M | -5.5% | +15.4% | -20.9% | -6.8% |
| YTD | -6.5% | +27.7% | -34.2% | -8.5% |
| 1Y | +1.8% | +59.7% | -57.9% | -3.4% |
| All | +1.8% | +55.4% | -53.6% | -3.4% |
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 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