+31.4%
CNH vs VIK
+225.3%
-193.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +3.3% |
| 7D | +1.8% | -0.8% | +2.6% | +2.0% |
| 30D | +32.6% | -18.0% | +50.7% | +40.9% |
| 3M | +29.4% | -5.8% | +35.2% | +31.0% |
| 6M | +26.0% | +17.2% | +8.8% | +17.5% |
| YTD | +52.2% | +19.1% | +33.1% | +40.4% |
| 1Y | +23.9% | +33.6% | -9.8% | +9.5% |
| All | +31.4% | +225.3% | -193.9% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling