+50.5%
WAT vs VIK
+236.8%
-186.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.5% |
| 7D | +3.4% | +2.6% | +0.8% | +2.7% |
| 30D | +9.6% | +7.9% | +1.7% | +7.5% |
| 3M | +15.5% | -15.2% | +30.6% | +19.8% |
| 6M | +33.9% | +6.5% | +27.4% | +30.1% |
| YTD | +25.2% | +23.3% | +1.9% | +16.4% |
| 1Y | +26.3% | +47.7% | -21.4% | +12.2% |
| All | +50.5% | +236.8% | -186.3% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling