-45.1%
LEN vs VIK
+221.3%
-266.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.2% |
| 7D | -7.8% | -1.8% | -5.9% | -7.4% |
| 30D | -11.0% | -17.3% | +6.3% | -6.9% |
| 3M | -12.8% | -5.1% | -7.7% | -11.9% |
| 6M | -20.2% | +16.2% | -36.4% | -23.5% |
| YTD | -23.0% | +17.6% | -40.7% | -26.7% |
| 1Y | -41.8% | +33.5% | -75.3% | -46.3% |
| All | -45.1% | +221.3% | -266.4% | -58.6% |
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 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