+14.4%
KDP vs VIK
+239.9%
-225.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.3% | -6.1% | -7.3% |
| 7D | -4.0% | +3.2% | -7.1% | -4.1% |
| 30D | +8.5% | +8.2% | +0.3% | +8.1% |
| 3M | +20.7% | -14.7% | +35.4% | +21.2% |
| 6M | +23.2% | +10.3% | +12.9% | +22.6% |
| YTD | +30.5% | +24.5% | +6.0% | +29.3% |
| 1Y | +35.9% | +45.7% | -9.9% | +34.2% |
| All | +14.4% | +239.9% | -225.5% | +9.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling