+48.6%
JBL vs VIK
+34.6%
+14.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.2% | +3.9% | +4.4% |
| 7D | +2.4% | -0.9% | +3.4% | +2.9% |
| 30D | -13.1% | -18.4% | +5.3% | -3.9% |
| 3M | -15.6% | -8.8% | -6.8% | -11.8% |
| 6M | +24.6% | +17.1% | +7.4% | +13.1% |
| YTD | +39.6% | +19.0% | +20.6% | +25.3% |
| 1Y | +48.6% | +30.1% | +18.5% | +30.3% |
| All | +48.6% | +34.6% | +14.0% | +30.3% |
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