+237.5%
VIK vs BAH
-48.6%
+286.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +2.7% |
| 7D | +3.6% | -4.3% | +7.9% | +3.8% |
| 30D | -16.7% | -4.5% | -12.3% | -16.6% |
| 3M | -1.1% | -7.6% | +6.5% | -0.6% |
| 6M | +27.8% | -10.6% | +38.4% | +28.6% |
| YTD | +23.3% | -12.6% | +35.9% | +23.7% |
| 1Y | +38.2% | -27.0% | +65.2% | +40.6% |
| All | +237.5% | -48.6% | +286.1% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 3y: compounded portfolio wealth divided by compounded BAH 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…
3y analysis · Full analysis span regression · 6 months rolling