+287.6%
FIX vs VIK
+244.4%
+43.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.3% | +2.8% | +3.8% |
| 7D | +6.4% | -1.2% | +7.7% | +7.5% |
| 30D | -29.1% | +11.5% | -40.6% | -33.4% |
| 3M | -31.1% | -11.3% | -19.8% | -27.2% |
| 6M | -42.8% | +11.3% | -54.1% | -46.8% |
| YTD | +24.6% | +26.1% | -1.5% | +6.3% |
| 1Y | +21.9% | +50.0% | -28.0% | -6.1% |
| All | +287.6% | +244.4% | +43.2% | +104.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling