-100.0%
VIVK vs BHP
+110.7%
-210.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.2% | -7.2% | -7.3% |
| 7D | -4.4% | -3.6% | -0.8% | -3.6% |
| 30D | -40.8% | -1.2% | -39.6% | -40.7% |
| 3M | -94.1% | +1.2% | -95.3% | -94.2% |
| 6M | -98.2% | +21.4% | -119.6% | -98.3% |
| YTD | -98.0% | +50.4% | -148.4% | -98.3% |
| 1Y | -100.0% | +67.5% | -167.5% | -100.0% |
| 3Y | -100.0% | +72.8% | -172.8% | -100.0% |
| All | -100.0% | +110.7% | -210.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling