+33.5%
VIK vs BWA
+54.1%
-20.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -1.8% | -0.1% | -1.8% | -1.9% |
| 30D | -17.3% | -5.5% | -11.8% | -15.9% |
| 3M | -5.1% | -7.6% | +2.6% | -3.1% |
| 6M | +16.2% | +25.0% | -8.8% | +7.1% |
| YTD | +17.6% | +47.0% | -29.3% | -0.2% |
| 1Y | +33.5% | +54.0% | -20.5% | +10.5% |
| All | +33.5% | +54.1% | -20.6% | +10.5% |
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