+319.1%
DELL vs VIK
+37.7%
+281.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +14.9% | -3.0% | +17.9% | +16.2% |
| 30D | +13.3% | -20.7% | +34.0% | +22.6% |
| 3M | +24.4% | -4.6% | +29.0% | +28.0% |
| 6M | +258.0% | +14.0% | +244.0% | +250.2% |
| YTD | +320.2% | +20.2% | +300.0% | +300.8% |
| 1Y | +319.1% | +36.0% | +283.0% | +293.0% |
| All | +319.1% | +37.7% | +281.3% | +293.0% |
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