+51.0%
ASML vs VIK
+51.6%
-0.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +0.7% |
| 7D | +2.5% | -1.2% | +3.8% | +3.3% |
| 30D | -12.2% | +11.5% | -23.7% | -16.4% |
| 3M | -14.6% | -11.3% | -3.3% | -10.0% |
| 6M | -1.7% | +11.3% | -13.1% | -8.2% |
| YTD | +44.3% | +26.1% | +18.2% | +26.3% |
| 1Y | +51.0% | +50.0% | +1.0% | +29.8% |
| All | +51.0% | +51.6% | -0.6% | +29.8% |
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