-68.4%
FLNC vs VIK
+55.4%
-123.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.2% | +4.0% | +7.1% |
| 7D | -2.1% | +5.4% | -7.5% | -4.5% |
| 30D | -20.8% | +12.5% | -33.3% | -25.0% |
| 3M | -61.3% | -15.2% | -46.1% | -58.7% |
| 6M | -50.9% | +15.4% | -66.2% | -53.8% |
| YTD | -69.4% | +27.7% | -97.0% | -73.2% |
| 1Y | -68.4% | +59.7% | -128.1% | -74.3% |
| All | -68.4% | +55.4% | -123.9% | -74.3% |
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