+59.7%
VIK vs CRL
+85.3%
-25.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -7.3% | +13.5% | +7.8% |
| 7D | +5.4% | -12.8% | +18.2% | +8.6% |
| 30D | +12.5% | +5.0% | +7.5% | +10.4% |
| 3M | -15.2% | +39.4% | -54.6% | -23.8% |
| 6M | +15.4% | +89.4% | -74.0% | -7.4% |
| YTD | +27.7% | +63.6% | -35.9% | +6.3% |
| 1Y | +59.7% | +83.5% | -23.7% | +26.3% |
| All | +59.7% | +85.3% | -25.6% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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