+2.9%
JD vs VIK
+228.1%
-225.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -1.7% | -3.0% | +1.4% | -1.2% |
| 30D | -13.2% | -20.7% | +7.6% | -10.2% |
| 3M | -3.2% | -4.6% | +1.5% | -3.1% |
| 6M | +15.2% | +14.0% | +1.2% | +10.9% |
| YTD | +2.0% | +20.2% | -18.2% | -2.9% |
| 1Y | -5.4% | +36.0% | -41.4% | -12.1% |
| All | +2.9% | +228.1% | -225.2% | -24.2% |
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 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