+16.3%
FIX vs VIK
+47.2%
-30.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | +17.0% | +3.2% | +13.9% | +15.4% |
| 30D | -30.6% | +8.2% | -38.8% | -33.2% |
| 3M | -35.0% | -14.7% | -20.3% | -30.1% |
| 6M | -44.0% | +10.3% | -54.2% | -47.0% |
| YTD | +21.1% | +24.5% | -3.3% | +5.7% |
| 1Y | +16.3% | +45.7% | -29.5% | -4.3% |
| All | +16.3% | +47.2% | -30.9% | -4.3% |
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