+46.7%
REGN vs VIK
+37.7%
+9.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -1.9% |
| 7D | +4.2% | -3.0% | +7.3% | +4.6% |
| 30D | +7.8% | -20.7% | +28.6% | +11.3% |
| 3M | +31.8% | -4.6% | +36.4% | +31.9% |
| 6M | +5.4% | +14.0% | -8.6% | +1.3% |
| YTD | +7.7% | +20.2% | -12.5% | +2.4% |
| 1Y | +46.7% | +36.0% | +10.7% | +39.5% |
| All | +46.7% | +37.7% | +9.0% | +39.5% |
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