+59.3%
KEEL vs VIK
+16.2%
+43.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.2% | -6.0% | -6.1% |
| 7D | +2.7% | -1.8% | +4.5% | +4.5% |
| 30D | +4.6% | -17.3% | +21.8% | +22.2% |
| 3M | -34.5% | -5.1% | -29.4% | -32.1% |
| 6M | +59.3% | +16.2% | +43.1% | +38.3% |
| All | +59.3% | +16.2% | +43.0% | +38.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling