-84.3%
FRMI vs VIK
+39.5%
-123.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.1% | +5.2% |
| 7D | +2.4% | -3.0% | +5.4% | +3.7% |
| 30D | -17.3% | -20.7% | +3.5% | -9.4% |
| 3M | -17.2% | -4.6% | -12.5% | -15.9% |
| 6M | -43.4% | +14.0% | -57.4% | -45.8% |
| YTD | -36.0% | +20.2% | -56.2% | -37.7% |
| All | -84.3% | +39.5% | -123.7% | -81.9% |
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