+15.6%
D vs VIK
+45.7%
-30.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.8% |
| 7D | -3.1% | +3.2% | -6.2% | -3.1% |
| 30D | +8.4% | +8.2% | +0.2% | +8.2% |
| 3M | +0.2% | -14.7% | +14.9% | +0.2% |
| 6M | +9.5% | +10.3% | -0.8% | +9.2% |
| YTD | +18.8% | +24.5% | -5.7% | +19.5% |
| All | +15.6% | +45.7% | -30.0% | +20.2% |
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