+59.7%
VIK vs BWA
+17.4%
+42.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +7.0% |
| 7D | +5.4% | -9.9% | +15.3% | +8.6% |
| 30D | +12.5% | -16.4% | +28.9% | +18.6% |
| 3M | -15.2% | -19.8% | +4.6% | -9.7% |
| 6M | +15.4% | -10.0% | +25.3% | +16.8% |
| YTD | +27.7% | +12.7% | +14.9% | +15.1% |
| 1Y | +59.7% | +15.7% | +44.1% | +42.3% |
| All | +59.7% | +17.4% | +42.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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