+21.3%
WAT vs VIK
+47.3%
-25.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | +0.6% | +2.7% | -2.2% | -0.1% |
| 30D | +5.4% | +8.8% | -3.4% | +3.2% |
| 3M | +11.3% | -15.3% | +26.6% | +16.0% |
| 6M | +37.4% | +9.4% | +28.0% | +31.2% |
| YTD | +21.2% | +25.9% | -4.7% | +10.2% |
| 1Y | +21.3% | +51.0% | -29.6% | +3.4% |
| All | +21.3% | +47.3% | -25.9% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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