-3.5%
F vs VIK
+49.5%
-52.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | -0.2% | +2.6% | -2.8% | -1.1% |
| 30D | +0.9% | +7.9% | -7.0% | -1.5% |
| 3M | -11.3% | -15.2% | +3.8% | -7.5% |
| 6M | +2.0% | +6.5% | -4.5% | -2.7% |
| YTD | -3.2% | +23.3% | -26.5% | -12.1% |
| 1Y | -3.5% | +47.7% | -51.1% | -17.4% |
| All | -3.5% | +49.5% | -52.9% | -17.4% |
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