+247.6%
INTC vs VIK
+236.8%
+10.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.6% | +6.4% | +7.7% |
| 7D | +17.4% | +3.6% | +13.8% | +15.4% |
| 30D | +2.8% | -16.7% | +19.5% | +12.7% |
| 3M | -5.3% | -1.1% | -4.2% | -4.2% |
| 6M | +140.6% | +27.8% | +112.8% | +112.5% |
| YTD | +183.1% | +23.3% | +159.8% | +152.2% |
| 1Y | +326.8% | +38.2% | +288.6% | +255.6% |
| All | +247.6% | +236.8% | +10.8% | +86.2% |
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