+12.3%
FN vs VIK
+39.1%
-26.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.5% | +0.8% |
| 7D | +3.5% | +3.6% | 0.0% | +1.6% |
| 30D | -26.0% | -16.7% | -9.2% | -18.7% |
| 3M | -33.3% | -1.1% | -32.2% | -32.7% |
| 6M | -14.9% | +27.8% | -42.8% | -25.7% |
| YTD | -8.6% | +23.3% | -31.9% | -19.5% |
| 1Y | +12.3% | +38.2% | -25.9% | -2.6% |
| All | +12.3% | +39.1% | -26.8% | -2.6% |
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 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