-21.7%
FN vs VIK
+47.9%
-69.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.4% | +12.2% | +12.1% |
| 7D | +16.3% | +0.1% | +16.2% | +16.4% |
| 30D | -24.7% | +6.8% | -31.5% | -27.4% |
| 3M | -34.9% | -17.6% | -17.3% | -27.3% |
| 6M | -41.1% | +5.4% | -46.5% | -43.4% |
| YTD | -19.6% | +22.1% | -41.7% | -31.5% |
| All | -21.7% | +47.9% | -69.6% | -37.2% |
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