-42.0%
LEN vs VIK
+34.6%
-76.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +1.8% |
| 7D | -4.8% | -0.9% | -3.8% | -4.6% |
| 30D | -6.6% | -18.4% | +11.8% | -0.5% |
| 3M | -15.7% | -8.8% | -6.9% | -13.7% |
| 6M | -16.6% | +17.1% | -33.8% | -21.6% |
| YTD | -21.3% | +19.0% | -40.4% | -26.9% |
| 1Y | -42.0% | +30.1% | -72.2% | -50.6% |
| All | -42.0% | +34.6% | -76.6% | -50.6% |
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 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