+60.3%
FCX vs VIK
+55.4%
+4.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.2% | -4.9% | -1.2% |
| 7D | -6.0% | +5.4% | -11.4% | -8.0% |
| 30D | -13.6% | +12.5% | -26.1% | -17.8% |
| 3M | -6.8% | -15.2% | +8.4% | -0.6% |
| 6M | +13.2% | +15.4% | -2.2% | +4.2% |
| YTD | +24.4% | +27.7% | -3.3% | +7.8% |
| 1Y | +60.3% | +59.7% | +0.6% | +25.6% |
| All | +60.3% | +55.4% | +4.8% | +25.6% |
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