+49.9%
KNX vs VIK
+225.1%
-175.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -2.0% |
| 7D | -5.6% | -0.9% | -4.7% | -5.3% |
| 30D | -4.4% | -18.4% | +14.0% | +2.8% |
| 3M | -17.3% | -8.8% | -8.6% | -14.9% |
| 6M | +22.6% | +17.1% | +5.5% | +14.5% |
| YTD | +31.1% | +19.0% | +12.1% | +21.5% |
| 1Y | +60.2% | +30.1% | +30.1% | +43.3% |
| All | +49.9% | +225.1% | -175.2% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling