+81.6%
LNG vs VIK
+225.1%
-143.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -4.7% | -0.9% | -3.7% | -4.6% |
| 30D | +3.8% | -18.4% | +22.2% | +5.1% |
| 3M | +16.2% | -8.8% | +24.9% | +16.3% |
| 6M | +11.7% | +17.1% | -5.4% | +7.9% |
| YTD | +44.2% | +19.0% | +25.2% | +38.0% |
| 1Y | +18.6% | +30.1% | -11.6% | +10.8% |
| All | +81.6% | +225.1% | -143.5% | +40.8% |
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