+36.1%
CNH vs VIK
+228.1%
-192.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.8% | +4.0% |
| 7D | +23.3% | -3.0% | +26.3% | +24.5% |
| 30D | +33.5% | -20.7% | +54.2% | +43.6% |
| 3M | +32.7% | -4.6% | +37.4% | +34.0% |
| 6M | +22.2% | +14.0% | +8.2% | +15.1% |
| YTD | +57.7% | +20.2% | +37.5% | +45.2% |
| 1Y | +28.0% | +36.0% | -8.0% | +12.6% |
| All | +36.1% | +228.1% | -192.0% | -1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling