-5.3%
SYK vs VIVK
-100.0%
+94.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -23.3% | +22.0% | -1.2% |
| 7D | +7.5% | -75.3% | +82.8% | +8.8% |
| 30D | +20.4% | -92.3% | +112.7% | +22.8% |
| 3M | -0.3% | -98.3% | +98.0% | +3.1% |
| 6M | +14.2% | -99.9% | +114.1% | +21.2% |
| YTD | -3.8% | -99.9% | +96.1% | +0.7% |
| 1Y | -5.3% | -100.0% | +94.7% | +7.1% |
| All | -5.3% | -100.0% | +94.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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