+119.2%
EBAY vs VIK
+225.1%
-105.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.4% |
| 7D | +4.2% | -0.9% | +5.1% | +4.3% |
| 30D | +5.6% | -18.4% | +24.0% | +8.7% |
| 3M | -1.4% | -8.8% | +7.4% | -0.3% |
| 6M | +18.2% | +17.1% | +1.1% | +14.3% |
| YTD | +24.8% | +19.0% | +5.8% | +20.3% |
| 1Y | +18.0% | +30.1% | -12.1% | +11.9% |
| All | +119.2% | +225.1% | -105.8% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling