-18.3%
WDAY vs VIK
+31.2%
-49.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | -10.5% | -1.8% | -8.7% | -10.5% |
| 30D | +2.1% | -17.3% | +19.4% | +2.7% |
| 3M | +34.6% | -5.1% | +39.7% | +34.8% |
| 6M | +29.9% | +16.2% | +13.7% | +26.5% |
| YTD | -13.8% | +17.6% | -31.5% | -15.6% |
| 1Y | -18.3% | +33.5% | -51.8% | -23.3% |
| All | -18.3% | +31.2% | -49.5% | -23.3% |
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 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