+59.7%
VIK vs CNI
+37.5%
+22.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +5.2% |
| 7D | +5.4% | +3.7% | +1.7% | +3.6% |
| 30D | +12.5% | +8.1% | +4.4% | +8.3% |
| 3M | -15.2% | +1.9% | -17.1% | -15.8% |
| 6M | +15.4% | +19.2% | -3.8% | +3.9% |
| YTD | +27.7% | +32.7% | -5.0% | +8.8% |
| 1Y | +59.7% | +37.0% | +22.7% | +33.8% |
| All | +59.7% | +37.5% | +22.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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