+146.5%
ASX vs VIK
+55.4%
+91.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.2% | -10.2% | -6.4% |
| 7D | -14.6% | +5.4% | -20.0% | -16.4% |
| 30D | -21.1% | +12.5% | -33.6% | -24.7% |
| 3M | -3.1% | -15.2% | +12.1% | +3.3% |
| 6M | +17.4% | +15.4% | +2.0% | +12.3% |
| YTD | +135.3% | +27.7% | +107.7% | +118.2% |
| 1Y | +146.5% | +59.7% | +86.8% | +127.1% |
| All | +146.5% | +55.4% | +91.1% | +127.1% |
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