-45.3%
FLNC vs VIK
+225.1%
-270.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +1.9% |
| 7D | -4.1% | -0.9% | -3.1% | -3.4% |
| 30D | -24.8% | -18.4% | -6.4% | -17.4% |
| 3M | -59.1% | -8.8% | -50.3% | -57.3% |
| 6M | -42.0% | +17.1% | -59.1% | -47.3% |
| YTD | -49.8% | +19.0% | -68.8% | -54.7% |
| 1Y | +43.1% | +30.1% | +12.9% | +23.1% |
| All | -45.3% | +225.1% | -270.3% | -73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling