+63.6%
EMR vs VIK
+243.7%
-180.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.4% |
| 7D | +2.8% | +2.7% | +0.1% | +1.7% |
| 30D | +3.7% | +8.8% | -5.1% | 0.0% |
| 3M | +2.0% | -15.3% | +17.3% | +8.6% |
| 6M | +22.1% | +9.4% | +12.7% | +15.8% |
| YTD | +27.2% | +25.9% | +1.4% | +12.8% |
| 1Y | +32.0% | +51.0% | -19.0% | +8.2% |
| All | +63.6% | +243.7% | -180.1% | +5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling