+437.4%
FIX vs VIK
+228.1%
+209.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +6.0% | -3.0% | +9.1% | +7.8% |
| 30D | -7.2% | -20.7% | +13.5% | +5.0% |
| 3M | -15.9% | -4.6% | -11.2% | -13.9% |
| 6M | +12.7% | +14.0% | -1.2% | +3.2% |
| YTD | +72.8% | +20.2% | +52.6% | +52.2% |
| 1Y | +122.9% | +36.0% | +86.9% | +81.5% |
| All | +437.4% | +228.1% | +209.2% | +192.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling