+40.3%
OKE vs VIK
+225.1%
-184.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.8% |
| 7D | +1.2% | -0.9% | +2.2% | +1.4% |
| 30D | +4.5% | -18.4% | +22.9% | +6.6% |
| 3M | +9.6% | -8.8% | +18.4% | +10.1% |
| 6M | +15.4% | +17.1% | -1.8% | +10.3% |
| YTD | +36.5% | +19.0% | +17.4% | +28.9% |
| 1Y | +39.0% | +30.1% | +8.8% | +27.4% |
| All | +40.3% | +225.1% | -184.7% | +5.4% |
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