-4.9%
EQT vs VIK
+55.4%
-60.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -2.7% |
| 7D | -6.6% | +5.4% | -12.0% | -6.1% |
| 30D | +2.7% | +12.5% | -9.8% | +3.7% |
| 3M | -0.2% | -15.2% | +15.0% | -0.8% |
| 6M | -10.6% | +15.4% | -25.9% | -10.1% |
| YTD | -1.2% | +27.7% | -28.8% | -1.3% |
| 1Y | -4.9% | +59.7% | -64.6% | -7.7% |
| All | -4.9% | +55.4% | -60.3% | -7.7% |
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