+555.0%
LITE vs VIK
+39.1%
+515.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.4% | +9.7% |
| 7D | +12.6% | +3.6% | +9.0% | +10.8% |
| 30D | +9.9% | -16.7% | +26.7% | +19.4% |
| 3M | +9.3% | -1.1% | +10.4% | +10.4% |
| 6M | +75.2% | +27.8% | +47.4% | +51.7% |
| YTD | +165.5% | +23.3% | +142.1% | +128.5% |
| 1Y | +555.0% | +38.2% | +516.8% | +407.6% |
| All | +555.0% | +39.1% | +515.8% | +407.6% |
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