-8.2%
IR vs VIK
+32.9%
-41.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.7% |
| 7D | -1.9% | -0.8% | -1.1% | -1.6% |
| 30D | -15.0% | -18.0% | +3.0% | -8.7% |
| 3M | -0.4% | -5.8% | +5.4% | +1.1% |
| 6M | -15.0% | +17.2% | -32.2% | -21.5% |
| YTD | -7.1% | +19.1% | -26.2% | -15.5% |
| All | -8.2% | +32.9% | -41.1% | -19.7% |
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