-100.0%
VIVK vs BHP
+65.8%
-165.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -2.5% | -9.9% | -12.9% |
| 7D | -1.4% | -5.0% | +3.6% | -2.6% |
| 30D | -43.6% | +1.2% | -44.8% | -43.4% |
| 3M | -95.1% | +1.8% | -97.0% | -95.1% |
| 6M | -98.2% | +18.0% | -116.2% | -98.1% |
| YTD | -97.9% | +52.7% | -150.6% | -97.4% |
| 1Y | -100.0% | +66.0% | -165.9% | -100.0% |
| All | -100.0% | +65.8% | -165.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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