+179.9%
CRWD vs VIK
+225.1%
-45.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.4% |
| 7D | -3.0% | -0.9% | -2.1% | -2.7% |
| 30D | -6.8% | -18.4% | +11.6% | -0.5% |
| 3M | +19.6% | -8.8% | +28.4% | +22.9% |
| 6M | +87.1% | +17.1% | +69.9% | +72.9% |
| YTD | +76.4% | +19.0% | +57.4% | +60.4% |
| 1Y | +90.8% | +30.1% | +60.7% | +65.6% |
| All | +179.9% | +225.1% | -45.2% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling