+50.6%
LYB vs VIK
+55.4%
-4.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +6.2% | -10.9% | -2.5% |
| 7D | -6.2% | +5.4% | -11.6% | -4.2% |
| 30D | +6.3% | +12.5% | -6.2% | +11.0% |
| 3M | +4.1% | -15.2% | +19.3% | -1.7% |
| 6M | -15.5% | +15.4% | -30.8% | -10.0% |
| YTD | +50.2% | +27.7% | +22.6% | +63.3% |
| 1Y | +50.6% | +59.7% | -9.1% | +58.2% |
| All | +50.6% | +55.4% | -4.8% | +58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling