+267.5%
ASX vs VIK
+37.7%
+229.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | -3.0% | +2.3% | +0.6% |
| 30D | +2.0% | -20.7% | +22.7% | +11.9% |
| 3M | -1.3% | -4.6% | +3.3% | +1.2% |
| 6M | +71.4% | +14.0% | +57.4% | +64.0% |
| YTD | +135.3% | +20.2% | +115.2% | +123.4% |
| 1Y | +267.5% | +36.0% | +231.5% | +237.2% |
| All | +267.5% | +37.7% | +229.8% | +237.2% |
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