+59.7%
VIK vs EPAM
-15.2%
+74.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.3% |
| 7D | +5.4% | +0.8% | +4.6% | +5.3% |
| 30D | +12.5% | +24.9% | -12.4% | +9.9% |
| 3M | -15.2% | +22.6% | -37.8% | -17.0% |
| 6M | +15.4% | +24.2% | -8.8% | +14.3% |
| YTD | +27.7% | -33.0% | +60.6% | +45.2% |
| 1Y | +59.7% | -13.3% | +73.0% | +61.2% |
| All | +59.7% | -15.2% | +74.9% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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