-10.0%
CRM vs VIK
+55.4%
-65.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.2% | -4.0% | +2.4% |
| 7D | -6.2% | +5.4% | -11.6% | -6.0% |
| 30D | -1.2% | +12.5% | -13.7% | -0.7% |
| 3M | +19.1% | -15.2% | +34.3% | +18.7% |
| 6M | +23.0% | +15.4% | +7.6% | +22.4% |
| YTD | -13.7% | +27.7% | -41.4% | -14.0% |
| 1Y | -10.0% | +59.7% | -69.7% | -16.6% |
| All | -10.0% | +55.4% | -65.4% | -16.6% |
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