+365.1%
DELL vs VIK
+236.8%
+128.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.8% | +0.6% |
| 7D | +25.6% | +3.6% | +22.0% | +23.5% |
| 30D | +17.7% | -16.7% | +34.4% | +28.5% |
| 3M | +33.4% | -1.1% | +34.5% | +34.7% |
| 6M | +266.2% | +27.8% | +238.4% | +222.6% |
| YTD | +328.0% | +23.3% | +304.7% | +279.6% |
| 1Y | +339.6% | +38.2% | +301.4% | +263.3% |
| All | +365.1% | +236.8% | +128.3% | +215.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling