+34.6%
CP vs VIK
+55.4%
-20.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.7% | +2.3% |
| 7D | +5.6% | +5.4% | +0.2% | +4.5% |
| 30D | +10.0% | +12.5% | -2.5% | +7.5% |
| 3M | +4.4% | -15.2% | +19.6% | +7.5% |
| 6M | +14.1% | +15.4% | -1.3% | +9.0% |
| YTD | +29.1% | +27.7% | +1.4% | +18.3% |
| 1Y | +34.6% | +59.7% | -25.2% | +15.6% |
| All | +34.6% | +55.4% | -20.9% | +15.6% |
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 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