+57.4%
INTC vs VIK
+55.4%
+1.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.2% | -10.0% | -6.8% |
| 7D | -39.0% | +5.4% | -44.4% | -40.4% |
| 30D | -49.8% | +12.5% | -62.4% | -52.6% |
| 3M | -42.2% | -15.2% | -27.0% | -37.4% |
| 6M | -39.2% | +15.4% | -54.5% | -42.1% |
| YTD | +57.9% | +27.7% | +30.2% | +40.4% |
| 1Y | +57.4% | +59.7% | -2.4% | +36.0% |
| All | +57.4% | +55.4% | +1.9% | +36.0% |
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