+90.0%
FN vs VIK
+243.7%
-153.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.1% | -8.4% | -7.9% |
| 7D | +0.3% | +2.7% | -2.5% | -1.3% |
| 30D | -16.5% | +8.8% | -25.3% | -20.5% |
| 3M | -42.1% | -15.3% | -26.8% | -36.6% |
| 6M | -52.9% | +9.4% | -62.3% | -55.7% |
| YTD | -28.0% | +25.9% | -53.8% | -38.3% |
| 1Y | -18.5% | +51.0% | -69.5% | -37.1% |
| All | +90.0% | +243.7% | -153.7% | +9.0% |
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