-12.7%
REGN vs VIK
+225.1%
-237.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.7% |
| 7D | -5.6% | -0.9% | -4.7% | -5.5% |
| 30D | -2.0% | -18.4% | +16.5% | +0.9% |
| 3M | +28.0% | -8.8% | +36.7% | +29.2% |
| 6M | +1.2% | +17.1% | -16.0% | -2.4% |
| YTD | +1.6% | +19.0% | -17.4% | -2.5% |
| 1Y | +38.2% | +30.1% | +8.1% | +30.8% |
| All | -12.7% | +225.1% | -237.8% | -28.7% |
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