+10.6%
IP vs VIK
+236.8%
-226.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.2% | -1.5% |
| 7D | 0.0% | +2.6% | -2.6% | -0.8% |
| 30D | +9.4% | +7.9% | +1.5% | +6.7% |
| 3M | -14.1% | -15.2% | +1.1% | -10.0% |
| 6M | +9.2% | +6.5% | +2.6% | +6.5% |
| YTD | -7.5% | +23.3% | -30.9% | -14.4% |
| 1Y | -2.8% | +47.7% | -50.5% | -14.7% |
| All | +10.6% | +236.8% | -226.2% | -12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling