+228.8%
VIK vs ALK
-2.2%
+231.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.3% | -0.4% |
| 7D | -3.0% | -0.7% | -2.4% | -2.7% |
| 30D | -20.7% | -19.2% | -1.5% | -12.6% |
| 3M | -4.6% | -1.5% | -3.1% | -5.3% |
| 6M | +14.0% | -13.1% | +27.0% | +18.7% |
| YTD | +20.2% | -16.4% | +36.6% | +26.5% |
| 1Y | +36.0% | -33.1% | +69.1% | +57.2% |
| All | +228.8% | -2.2% | +231.0% | +216.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling