+36.0%
VIK vs SONY
-10.8%
+46.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.6% |
| 7D | -3.0% | -1.2% | -1.9% | -2.8% |
| 30D | -20.7% | +9.4% | -30.2% | -22.4% |
| 3M | -4.6% | +10.5% | -15.1% | -7.1% |
| 6M | +14.0% | +11.7% | +2.3% | +8.9% |
| YTD | +20.2% | -4.1% | +24.2% | +16.2% |
| 1Y | +36.0% | -11.8% | +47.8% | +32.7% |
| All | +36.0% | -10.8% | +46.8% | +32.7% |
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