-4.6%
IP vs VIK
+47.3%
-51.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.0% |
| 7D | -0.3% | +2.7% | -3.0% | -1.3% |
| 30D | +7.9% | +8.8% | -0.9% | +4.7% |
| 3M | -15.3% | -15.3% | 0.0% | -10.7% |
| 6M | +10.5% | +9.4% | +1.1% | +6.2% |
| YTD | -9.4% | +25.9% | -35.2% | -16.7% |
| 1Y | -4.6% | +51.0% | -55.6% | -21.0% |
| All | -4.6% | +47.3% | -51.9% | -21.0% |
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