+59.7%
VIK vs CGNX
+31.4%
+28.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -8.7% | +14.9% | +7.5% |
| 7D | +5.4% | -9.2% | +14.6% | +6.8% |
| 30D | +12.5% | -17.6% | +30.1% | +15.7% |
| 3M | -15.2% | -25.7% | +10.5% | -11.3% |
| 6M | +15.4% | -5.5% | +20.9% | +14.9% |
| YTD | +27.7% | +48.1% | -20.4% | +18.4% |
| 1Y | +59.7% | +33.5% | +26.2% | +56.0% |
| All | +59.7% | +31.4% | +28.3% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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