-100.0%
VIVK vs BIDU
-48.7%
-51.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.9% | -8.3% | -7.4% |
| 7D | -4.4% | -8.1% | +3.7% | -4.0% |
| 30D | -40.8% | -12.8% | -28.0% | -40.5% |
| 3M | -94.1% | -21.3% | -72.9% | -94.1% |
| 6M | -98.2% | -27.0% | -71.2% | -98.2% |
| YTD | -98.0% | -30.0% | -68.0% | -98.0% |
| 1Y | -100.0% | -18.3% | -81.7% | -100.0% |
| 3Y | -100.0% | -33.8% | -66.1% | -100.0% |
| 5Y | -100.0% | -44.3% | -55.7% | -100.0% |
| All | -100.0% | -48.7% | -51.3% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling