+36.0%
VIK vs CGNX
+42.4%
-6.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.1% |
| 7D | -3.0% | +3.0% | -6.0% | -3.5% |
| 30D | -20.7% | -11.8% | -8.9% | -19.1% |
| 3M | -4.6% | -3.6% | -1.0% | -4.5% |
| 6M | +14.0% | +17.4% | -3.4% | +9.8% |
| YTD | +20.2% | +73.7% | -53.6% | +10.2% |
| 1Y | +36.0% | +41.5% | -5.5% | +24.7% |
| All | +36.0% | +42.4% | -6.4% | +24.7% |
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