-51.8%
FN vs VIK
+2.9%
-54.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.5% | +10.1% | +10.9% |
| 7D | 0.0% | 0.0% | -0.1% | +0.5% |
| 30D | -34.3% | +7.7% | -42.0% | -36.2% |
| 3M | -39.9% | -17.6% | -22.2% | -33.7% |
| 6M | -51.8% | +1.7% | -53.5% | -50.5% |
| All | -51.8% | +2.9% | -54.7% | -50.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling