+55.1%
ALL vs VIK
+236.8%
-181.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -2.6% |
| 7D | -1.7% | +3.6% | -5.3% | -2.1% |
| 30D | -4.7% | -16.7% | +12.1% | -2.9% |
| 3M | +18.4% | -1.1% | +19.4% | +18.0% |
| 6M | +20.5% | +27.8% | -7.3% | +15.2% |
| YTD | +23.5% | +23.3% | +0.2% | +18.4% |
| 1Y | +29.0% | +38.2% | -9.2% | +20.9% |
| All | +55.1% | +236.8% | -181.7% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling