+106.5%
GE vs VIK
+225.3%
-118.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.5% |
| 7D | -1.2% | -0.8% | -0.4% | -1.0% |
| 30D | -11.3% | -18.0% | +6.8% | -4.7% |
| 3M | -1.4% | -5.8% | +4.4% | +0.3% |
| 6M | +1.2% | +17.2% | -16.0% | -5.1% |
| YTD | +5.9% | +19.1% | -13.2% | -1.8% |
| 1Y | +18.4% | +33.6% | -15.2% | +4.7% |
| All | +106.5% | +225.3% | -118.8% | +39.5% |
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