+28.9%
ALL vs VIK
+51.6%
-22.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.4% |
| 7D | -2.6% | -1.2% | -1.3% | -2.5% |
| 30D | +12.7% | +11.5% | +1.2% | +12.6% |
| 3M | +0.4% | -11.3% | +11.7% | 0.0% |
| 6M | +23.8% | +11.3% | +12.5% | +22.9% |
| YTD | +27.8% | +26.1% | +1.7% | +25.9% |
| 1Y | +28.9% | +50.0% | -21.1% | +23.5% |
| All | +28.9% | +51.6% | -22.7% | +23.5% |
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 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