+524.3%
CORZ vs VIK
+236.8%
+287.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.0% | +3.0% |
| 7D | +16.6% | +3.6% | +13.0% | +14.0% |
| 30D | -10.9% | -16.7% | +5.9% | -0.2% |
| 3M | -31.0% | -1.1% | -29.9% | -30.9% |
| 6M | +26.0% | +27.8% | -1.8% | +5.0% |
| YTD | +28.6% | +23.3% | +5.3% | +8.6% |
| 1Y | +34.5% | +38.2% | -3.7% | +3.1% |
| All | +524.3% | +236.8% | +287.5% | +186.6% |
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