+137.8%
JCI vs VIK
+243.7%
-105.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | +3.2% | +2.7% | +0.5% | +2.3% |
| 30D | -8.6% | +8.8% | -17.4% | -11.2% |
| 3M | -7.7% | -15.3% | +7.6% | -3.0% |
| 6M | -2.6% | +9.4% | -11.9% | -6.8% |
| YTD | +17.4% | +25.9% | -8.5% | +5.2% |
| 1Y | +16.9% | +51.0% | -34.1% | -2.6% |
| All | +137.8% | +243.7% | -105.8% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling