+18.4%
CRH vs VIK
+225.1%
-206.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.5% |
| 7D | -6.1% | -0.9% | -5.1% | -5.8% |
| 30D | -9.3% | -18.4% | +9.1% | -1.6% |
| 3M | -15.2% | -8.8% | -6.4% | -12.6% |
| 6M | -14.2% | +17.1% | -31.3% | -21.2% |
| YTD | -28.3% | +19.0% | -47.3% | -34.9% |
| 1Y | -21.8% | +30.1% | -51.9% | -32.2% |
| All | +18.4% | +225.1% | -206.7% | -28.5% |
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