+44.6%
OKE vs VIK
+55.4%
-10.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.2% | -9.8% | -2.5% |
| 7D | -5.2% | +5.4% | -10.6% | -4.2% |
| 30D | +1.1% | +12.5% | -11.4% | +3.5% |
| 3M | +2.2% | -15.2% | +17.4% | -1.1% |
| 6M | 0.0% | +15.4% | -15.3% | +3.1% |
| YTD | +26.5% | +27.7% | -1.1% | +32.5% |
| 1Y | +44.6% | +59.7% | -15.1% | +47.6% |
| All | +44.6% | +55.4% | -10.8% | +47.6% |
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