+58.8%
FDX vs VIK
+49.5%
+9.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | +0.5% | +2.6% | -2.1% | -0.2% |
| 30D | +9.5% | +7.9% | +1.6% | +7.1% |
| 3M | -1.3% | -15.2% | +13.8% | +3.1% |
| 6M | +5.5% | +6.5% | -1.0% | +2.4% |
| YTD | +38.9% | +23.3% | +15.5% | +28.4% |
| 1Y | +58.8% | +47.7% | +11.1% | +40.8% |
| All | +58.8% | +49.5% | +9.3% | +40.8% |
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