+237.5%
VIK vs BIDU
-10.6%
+248.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.0% | +9.6% | +3.8% |
| 7D | +3.6% | -2.4% | +6.0% | +3.9% |
| 30D | -16.7% | -15.6% | -1.1% | -14.6% |
| 3M | -1.1% | -22.3% | +21.2% | +2.7% |
| 6M | +27.8% | -22.3% | +50.1% | +32.0% |
| YTD | +23.3% | -29.2% | +52.5% | +28.6% |
| 1Y | +38.2% | -14.8% | +53.0% | +38.2% |
| All | +237.5% | -10.6% | +248.1% | +223.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling