-51.1%
FIS vs VIK
+55.4%
-106.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +6.2% | -29.9% | -23.8% |
| 7D | -18.4% | +5.4% | -23.8% | -18.5% |
| 30D | -11.4% | +12.5% | -23.9% | -12.1% |
| 3M | -32.0% | -15.2% | -16.8% | -30.5% |
| 6M | -35.6% | +15.4% | -51.0% | -36.7% |
| YTD | -53.8% | +27.7% | -81.5% | -55.3% |
| 1Y | -51.1% | +59.7% | -110.8% | -54.0% |
| All | -51.1% | +55.4% | -106.5% | -54.0% |
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