+8.9%
IOT vs VIK
+225.1%
-216.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.5% |
| 7D | -4.5% | -0.9% | -3.6% | -4.2% |
| 30D | -2.4% | -18.4% | +16.0% | +4.0% |
| 3M | +19.0% | -8.8% | +27.7% | +21.7% |
| 6M | +19.6% | +17.1% | +2.5% | +9.0% |
| YTD | +8.3% | +19.0% | -10.8% | -3.2% |
| 1Y | -0.8% | +30.1% | -30.9% | -15.6% |
| All | +8.9% | +225.1% | -216.2% | -29.5% |
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 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