+4.4%
KDP vs VIK
+236.8%
-232.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.8% | -0.2% |
| 7D | +2.1% | +3.6% | -1.5% | +2.0% |
| 30D | +8.5% | -16.7% | +25.2% | +9.1% |
| 3M | +6.6% | -1.1% | +7.7% | +6.6% |
| 6M | +17.1% | +27.8% | -10.8% | +16.1% |
| YTD | +19.0% | +23.3% | -4.3% | +18.1% |
| 1Y | +21.8% | +38.2% | -16.4% | +20.5% |
| All | +4.4% | +236.8% | -232.5% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling