+63.5%
EMR vs VIK
+239.9%
-176.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.5% |
| 7D | +2.7% | +3.2% | -0.5% | +1.3% |
| 30D | +2.1% | +8.2% | -6.1% | -1.3% |
| 3M | +2.3% | -14.7% | +16.9% | +8.5% |
| 6M | +22.5% | +10.3% | +12.2% | +15.7% |
| YTD | +27.2% | +24.5% | +2.7% | +13.3% |
| 1Y | +28.0% | +45.7% | -17.7% | +6.5% |
| All | +63.5% | +239.9% | -176.4% | +5.6% |
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