+44.9%
D vs VIK
+236.8%
-191.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.1% | +0.5% |
| 7D | +0.8% | +3.6% | -2.8% | +0.6% |
| 30D | -0.7% | -16.7% | +16.0% | 0.0% |
| 3M | +2.1% | -1.1% | +3.2% | +2.0% |
| 6M | +6.8% | +27.8% | -21.0% | +5.5% |
| YTD | +16.5% | +23.3% | -6.8% | +15.1% |
| 1Y | +19.2% | +38.2% | -19.0% | +16.9% |
| All | +44.9% | +236.8% | -191.9% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling