+16.9%
JCI vs VIK
+47.3%
-30.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.5% |
| 7D | +3.2% | +2.7% | +0.5% | +2.6% |
| 30D | -8.6% | +8.8% | -17.4% | -10.3% |
| 3M | -7.7% | -15.3% | +7.6% | -4.5% |
| 6M | -2.6% | +9.4% | -11.9% | -5.7% |
| YTD | +17.4% | +25.9% | -8.5% | +7.5% |
| 1Y | +16.9% | +51.0% | -34.1% | +4.2% |
| All | +16.9% | +47.3% | -30.4% | +4.2% |
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 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