+216.9%
IBKR vs VIK
+225.1%
-8.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +1.6% |
| 7D | -1.3% | -0.9% | -0.4% | -1.0% |
| 30D | -0.2% | -18.4% | +18.2% | +9.1% |
| 3M | +3.0% | -8.8% | +11.7% | +6.5% |
| 6M | +33.9% | +17.1% | +16.7% | +21.3% |
| YTD | +42.5% | +19.0% | +23.5% | +27.6% |
| 1Y | +44.9% | +30.1% | +14.7% | +23.5% |
| All | +216.9% | +225.1% | -8.2% | +95.6% |
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 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