+90.9%
JNJ vs VIK
+236.8%
-146.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.9% | -2.2% |
| 7D | -0.8% | +3.6% | -4.4% | -0.7% |
| 30D | +4.3% | -16.7% | +21.1% | +4.2% |
| 3M | +16.5% | -1.1% | +17.6% | +16.5% |
| 6M | +13.1% | +27.8% | -14.7% | +13.6% |
| YTD | +32.1% | +23.3% | +8.8% | +32.6% |
| 1Y | +54.5% | +38.2% | +16.3% | +55.6% |
| All | +90.9% | +236.8% | -146.0% | +107.9% |
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 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