-6.7%
JD vs VIK
+49.5%
-56.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.3% |
| 7D | +5.2% | +2.6% | +2.6% | +4.9% |
| 30D | +4.5% | +7.9% | -3.4% | +3.7% |
| 3M | -15.4% | -15.2% | -0.3% | -14.4% |
| 6M | -6.0% | +6.5% | -12.6% | -8.5% |
| YTD | +2.2% | +23.3% | -21.2% | -3.1% |
| 1Y | -6.7% | +47.7% | -54.4% | -11.1% |
| All | -6.7% | +49.5% | -56.1% | -11.1% |
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