+141.2%
FN vs VIK
+236.8%
-95.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.5% | +0.7% |
| 7D | +3.5% | +3.6% | 0.0% | +1.5% |
| 30D | -26.0% | -16.7% | -9.2% | -17.8% |
| 3M | -33.3% | -1.1% | -32.2% | -32.9% |
| 6M | -14.9% | +27.8% | -42.8% | -27.0% |
| YTD | -8.6% | +23.3% | -31.9% | -20.5% |
| 1Y | +12.3% | +38.2% | -25.9% | -8.9% |
| All | +141.2% | +236.8% | -95.6% | +40.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling