+143.3%
DELL vs VIK
+55.4%
+87.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.2% | -15.0% | -11.1% |
| 7D | -24.6% | +5.4% | -30.0% | -26.2% |
| 30D | -32.5% | +12.5% | -45.0% | -35.7% |
| 3M | -20.2% | -15.2% | -5.0% | -15.8% |
| 6M | +76.5% | +15.4% | +61.1% | +71.8% |
| YTD | +198.9% | +27.7% | +171.3% | +174.5% |
| 1Y | +143.3% | +59.7% | +83.6% | +115.5% |
| All | +143.3% | +55.4% | +87.9% | +115.5% |
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 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