-9.7%
LOW vs VIK
+221.3%
-230.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -2.6% | -1.8% | -0.8% | -2.2% |
| 30D | -11.1% | -17.3% | +6.1% | -7.2% |
| 3M | -8.5% | -5.1% | -3.5% | -7.9% |
| 6M | -20.8% | +16.2% | -37.0% | -24.6% |
| YTD | -17.2% | +17.6% | -34.9% | -21.7% |
| 1Y | -24.7% | +33.5% | -58.3% | -31.2% |
| All | -9.7% | +221.3% | -230.9% | -32.7% |
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