-21.0%
ZBH vs VIK
+221.3%
-242.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.0% | -2.2% |
| 7D | -6.6% | -1.8% | -4.7% | -6.4% |
| 30D | -4.9% | -17.3% | +12.3% | -3.3% |
| 3M | +5.1% | -5.1% | +10.2% | +5.3% |
| 6M | +1.3% | +16.2% | -14.8% | -1.0% |
| YTD | +3.4% | +17.6% | -14.3% | +0.6% |
| 1Y | -8.7% | +33.5% | -42.2% | -12.4% |
| All | -21.0% | +221.3% | -242.2% | -32.1% |
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