+23.5%
KDP vs VIK
+244.4%
-220.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +1.7% |
| 7D | +4.0% | -1.2% | +5.2% | +4.0% |
| 30D | +16.8% | +11.5% | +5.3% | +16.3% |
| 3M | +32.0% | -11.3% | +43.3% | +32.4% |
| 6M | +35.2% | +11.3% | +23.8% | +34.4% |
| YTD | +40.9% | +26.1% | +14.8% | +39.6% |
| 1Y | +47.7% | +50.0% | -2.3% | +45.7% |
| All | +23.5% | +244.4% | -220.9% | +18.1% |
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 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