+358.3%
DELL vs VIK
+34.6%
+323.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +11.5% |
| 7D | +8.2% | -0.9% | +9.2% | +8.6% |
| 30D | +17.1% | -18.4% | +35.5% | +25.7% |
| 3M | +45.2% | -8.8% | +53.9% | +51.4% |
| 6M | +286.8% | +17.1% | +269.6% | +276.5% |
| YTD | +354.8% | +19.0% | +335.7% | +334.6% |
| 1Y | +358.3% | +30.1% | +328.1% | +353.7% |
| All | +358.3% | +34.6% | +323.7% | +353.7% |
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