+59.7%
VIK vs SONY
-6.4%
+66.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +5.7% |
| 7D | +5.4% | +2.9% | +2.5% | +4.8% |
| 30D | +12.5% | +10.2% | +2.3% | +10.2% |
| 3M | -15.2% | +16.1% | -31.3% | -18.3% |
| 6M | +15.4% | +32.1% | -16.8% | +4.0% |
| YTD | +27.7% | +1.4% | +26.3% | +21.1% |
| 1Y | +59.7% | -7.0% | +66.7% | +53.6% |
| All | +59.7% | -6.4% | +66.1% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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