+10.8%
DIS vs VIK
+233.3%
-222.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +10.2% | +6.8% | +3.4% | +7.9% |
| 3M | +13.5% | -17.6% | +31.1% | +19.7% |
| 6M | +11.1% | +5.4% | +5.7% | +7.6% |
| YTD | +5.5% | +22.1% | -16.6% | -3.8% |
| 1Y | +9.1% | +49.3% | -40.2% | -8.0% |
| All | +10.8% | +233.3% | -222.5% | -30.3% |
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