+225.7%
VIK vs BIDU
-11.7%
+237.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.0% |
| 7D | -0.9% | -8.1% | +7.2% | +0.3% |
| 30D | -18.4% | -12.8% | -5.6% | -16.7% |
| 3M | -8.8% | -21.3% | +12.5% | -5.5% |
| 6M | +17.1% | -27.0% | +44.1% | +22.1% |
| YTD | +19.0% | -30.0% | +49.1% | +24.4% |
| 1Y | +30.1% | -18.3% | +48.4% | +31.2% |
| All | +225.7% | -11.7% | +237.4% | +213.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling