-98.0%
VIVK vs BHP
+21.3%
-119.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.3% | +7.7% | +3.0% |
| 7D | -9.5% | -3.7% | -5.7% | -9.2% |
| 30D | -35.1% | -0.8% | -34.3% | -35.3% |
| 3M | -93.4% | +7.6% | -101.0% | -93.6% |
| 6M | -98.0% | +20.8% | -118.8% | -98.1% |
| All | -98.0% | +21.3% | -119.3% | -98.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling