+18.1%
F vs VIK
+234.5%
-216.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.3% | -1.2% |
| 7D | +1.6% | 0.0% | +1.5% | +1.5% |
| 30D | +2.6% | +7.7% | -5.0% | +0.4% |
| 3M | -8.8% | -17.6% | +8.8% | -4.1% |
| 6M | +4.6% | +1.7% | +3.0% | +2.7% |
| YTD | -1.9% | +22.5% | -24.4% | -9.4% |
| 1Y | -0.8% | +52.6% | -53.4% | -14.1% |
| All | +18.1% | +234.5% | -216.5% | -12.4% |
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 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