+173.5%
JBL vs VIK
+225.3%
-51.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +1.3% |
| 7D | +4.0% | -0.8% | +4.8% | +4.3% |
| 30D | -7.5% | -18.0% | +10.6% | +1.5% |
| 3M | -14.1% | -5.8% | -8.3% | -11.7% |
| 6M | +25.9% | +17.2% | +8.7% | +15.5% |
| YTD | +36.7% | +19.1% | +17.5% | +23.9% |
| 1Y | +49.0% | +33.6% | +15.4% | +27.5% |
| All | +173.5% | +225.3% | -51.9% | +59.4% |
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 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