+40.7%
FXI vs VIK
+221.3%
-180.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.7% | -0.4% |
| 7D | -2.8% | -1.8% | -1.0% | -2.5% |
| 30D | -3.7% | -17.3% | +13.6% | -1.0% |
| 3M | -0.4% | -5.1% | +4.6% | -0.2% |
| 6M | -5.4% | +16.2% | -21.6% | -9.0% |
| YTD | -9.6% | +17.6% | -27.3% | -13.4% |
| 1Y | -11.9% | +33.5% | -45.4% | -17.6% |
| All | +40.7% | +221.3% | -180.6% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling