+60.1%
STLD vs VIK
+55.4%
+4.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.2% | -9.3% | -4.8% |
| 7D | -3.9% | +5.4% | -9.3% | -5.5% |
| 30D | -0.4% | +12.5% | -12.9% | -3.9% |
| 3M | -9.2% | -15.2% | +6.0% | -4.8% |
| 6M | +5.0% | +15.4% | -10.4% | -0.2% |
| YTD | +42.8% | +27.7% | +15.1% | +27.9% |
| 1Y | +60.1% | +59.7% | +0.3% | +35.4% |
| All | +60.1% | +55.4% | +4.6% | +35.4% |
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 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