+36.0%
VIK vs EPAM
-32.1%
+68.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.6% | +0.5% |
| 7D | -3.0% | +2.0% | -5.0% | -3.3% |
| 30D | -20.7% | +6.5% | -27.3% | -21.4% |
| 3M | -4.6% | +19.9% | -24.6% | -7.0% |
| 6M | +14.0% | -16.9% | +30.9% | +21.1% |
| YTD | +20.2% | -42.9% | +63.0% | +38.8% |
| 1Y | +36.0% | -30.4% | +66.4% | +47.3% |
| All | +36.0% | -32.1% | +68.1% | +47.3% |
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