+12.7%
EMR vs VIK
+31.2%
-18.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.8% |
| 7D | -1.2% | -1.8% | +0.6% | -0.5% |
| 30D | -9.4% | -17.3% | +7.8% | -2.5% |
| 3M | +8.6% | -5.1% | +13.6% | +9.6% |
| 6M | +6.7% | +16.2% | -9.5% | -2.3% |
| YTD | +13.1% | +17.6% | -4.6% | +2.3% |
| 1Y | +12.7% | +33.5% | -20.8% | -2.7% |
| All | +12.7% | +31.2% | -18.5% | -2.7% |
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