+30.1%
VIK vs BRKR
+75.9%
-45.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -0.9% | -8.7% | +7.7% | +0.8% |
| 30D | -18.4% | -9.9% | -8.6% | -16.9% |
| 3M | -8.8% | -3.1% | -5.7% | -10.1% |
| 6M | +17.1% | +45.5% | -28.4% | +1.2% |
| YTD | +19.0% | +13.7% | +5.4% | +5.4% |
| 1Y | +30.1% | +67.4% | -37.3% | +15.6% |
| All | +30.1% | +75.9% | -45.8% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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