+244.3%
VIK vs EPAM
-30.8%
+275.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +2.7% | +2.4% | +0.3% | +2.3% |
| 30D | +8.8% | +42.3% | -33.5% | +0.9% |
| 3M | -15.3% | +60.7% | -76.0% | -23.8% |
| 6M | +9.4% | +80.5% | -71.1% | -5.8% |
| YTD | +25.9% | -20.4% | +46.2% | +35.0% |
| 1Y | +51.0% | -9.6% | +60.6% | +56.0% |
| All | +244.3% | -30.8% | +275.2% | +255.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling