+89.1%
ELF vs VIK
+2.9%
+86.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.2% | +5.5% |
| 7D | +4.0% | 0.0% | +4.0% | +4.1% |
| 30D | +10.6% | +7.7% | +2.9% | +9.6% |
| 3M | +25.8% | -17.6% | +43.4% | +32.6% |
| 6M | +89.1% | +1.7% | +87.4% | +75.4% |
| All | +89.1% | +2.9% | +86.1% | +75.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling