+59.7%
VIK vs ALK
-1.1%
+60.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.8% | -2.5% | +2.3% |
| 7D | +5.4% | +12.4% | -7.0% | -0.2% |
| 30D | +12.5% | +2.1% | +10.4% | +11.1% |
| 3M | -15.2% | -23.9% | +8.7% | -4.1% |
| 6M | +15.4% | +8.2% | +7.1% | +7.3% |
| YTD | +27.7% | -20.5% | +48.1% | +34.7% |
| 1Y | +59.7% | -1.0% | +60.8% | +57.1% |
| All | +59.7% | -1.1% | +60.8% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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