+9.7%
KR vs VIK
+221.3%
-211.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.8% |
| 7D | -2.7% | -1.8% | -0.8% | -2.8% |
| 30D | +1.9% | -17.3% | +19.2% | +0.6% |
| 3M | -11.0% | -5.1% | -6.0% | -11.3% |
| 6M | -20.2% | +16.2% | -36.4% | -19.0% |
| YTD | -7.3% | +17.6% | -24.9% | -5.9% |
| 1Y | -13.1% | +33.5% | -46.6% | -11.6% |
| All | +9.7% | +221.3% | -211.5% | +10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling