+59.7%
VIK vs BIDU
-34.6%
+94.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.5% | +1.7% | +5.3% |
| 7D | +5.4% | +1.2% | +4.2% | +5.1% |
| 30D | +12.5% | -7.5% | +20.1% | +14.0% |
| 3M | -15.2% | -28.6% | +13.4% | -10.1% |
| 6M | +15.4% | -36.9% | +52.3% | +24.2% |
| YTD | +27.7% | -38.4% | +66.1% | +36.2% |
| 1Y | +59.7% | -35.7% | +95.4% | +70.4% |
| All | +59.7% | -34.6% | +94.3% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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