+26.6%
KGC vs VIK
+31.2%
-4.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.9% |
| 7D | -8.4% | -1.8% | -6.6% | -8.0% |
| 30D | +6.3% | -17.3% | +23.6% | +11.9% |
| 3M | +22.4% | -5.1% | +27.5% | +22.1% |
| 6M | -11.4% | +16.2% | -27.6% | -17.4% |
| YTD | +3.1% | +17.6% | -14.5% | -3.6% |
| 1Y | +26.6% | +33.5% | -6.9% | +13.2% |
| All | +26.6% | +31.2% | -4.6% | +13.2% |
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