+294.4%
ASX vs VIK
+239.9%
+54.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.4% |
| 7D | +22.1% | +3.2% | +18.9% | +20.5% |
| 30D | -23.8% | +8.2% | -31.9% | -25.9% |
| 3M | -7.6% | -14.7% | +7.1% | -0.8% |
| 6M | +6.9% | +10.3% | -3.3% | +3.0% |
| YTD | +127.7% | +24.5% | +103.2% | +105.6% |
| 1Y | +144.5% | +45.7% | +98.8% | +105.0% |
| All | +294.4% | +239.9% | +54.5% | +117.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling