+72.6%
ILMN vs VIK
+47.3%
+25.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | -2.9% | +2.7% | -5.6% | -3.3% |
| 30D | -23.8% | +8.8% | -32.6% | -24.6% |
| 3M | +7.5% | -15.3% | +22.8% | +10.7% |
| 6M | +42.8% | +9.4% | +33.4% | +39.2% |
| YTD | +57.8% | +25.9% | +32.0% | +48.7% |
| 1Y | +72.6% | +51.0% | +21.6% | +53.4% |
| All | +72.6% | +47.3% | +25.3% | +53.4% |
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 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