+59.7%
VIK vs COO
-7.7%
+67.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.9% | +0.3% | +4.1% |
| 7D | +5.4% | +8.4% | -3.0% | +2.5% |
| 30D | +12.5% | +13.5% | -1.0% | +7.6% |
| 3M | -15.2% | -13.8% | -1.5% | -9.0% |
| 6M | +15.4% | +4.7% | +10.6% | +8.4% |
| YTD | +27.7% | -21.4% | +49.1% | +48.1% |
| 1Y | +59.7% | -6.7% | +66.5% | +62.9% |
| All | +59.7% | -7.7% | +67.4% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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