+0.6%
ABT vs VIK
+225.1%
-224.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.4% |
| 7D | -5.9% | -0.9% | -5.0% | -5.8% |
| 30D | -8.1% | -18.4% | +10.3% | -6.8% |
| 3M | +14.5% | -8.8% | +23.3% | +15.0% |
| 6M | -6.3% | +17.1% | -23.4% | -7.8% |
| YTD | -17.1% | +19.0% | -36.2% | -18.6% |
| 1Y | -21.4% | +30.1% | -51.5% | -23.1% |
| All | +0.6% | +225.1% | -224.5% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling