+225.7%
VIK vs BMRN
-19.0%
+244.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -0.9% | -1.3% | +0.3% | -0.7% |
| 30D | -18.4% | -6.5% | -11.9% | -17.2% |
| 3M | -8.8% | +18.3% | -27.0% | -13.2% |
| 6M | +17.1% | +8.9% | +8.3% | +13.8% |
| YTD | +19.0% | +10.5% | +8.5% | +15.1% |
| 1Y | +30.1% | +17.5% | +12.7% | +23.1% |
| All | +225.7% | -19.0% | +244.7% | +218.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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