+178.4%
SMH vs VIK
+225.3%
-46.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +1.7% |
| 7D | +4.3% | -0.8% | +5.1% | +4.7% |
| 30D | +0.9% | -18.0% | +18.9% | +10.3% |
| 3M | -2.8% | -5.8% | +3.0% | -0.4% |
| 6M | +45.6% | +17.2% | +28.5% | +32.9% |
| YTD | +59.5% | +19.1% | +40.3% | +43.3% |
| 1Y | +93.4% | +33.6% | +59.8% | +62.9% |
| All | +178.4% | +225.3% | -46.9% | +58.6% |
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 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