+46.9%
FXI vs VIK
+228.1%
-181.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.3% | +1.5% |
| 7D | +1.0% | -3.0% | +4.1% | +1.5% |
| 30D | -0.6% | -20.7% | +20.2% | +3.0% |
| 3M | +1.9% | -4.6% | +6.6% | +2.1% |
| 6M | -0.2% | +14.0% | -14.2% | -3.6% |
| YTD | -5.6% | +20.2% | -25.8% | -9.8% |
| 1Y | -4.7% | +36.0% | -40.7% | -11.0% |
| All | +46.9% | +228.1% | -181.2% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling