+40.4%
MAS vs VIK
+55.4%
-15.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +6.2% | -0.6% | +3.5% |
| 7D | +14.2% | +5.4% | +8.8% | +12.2% |
| 30D | +26.8% | +12.5% | +14.3% | +22.0% |
| 3M | +13.1% | -15.2% | +28.3% | +19.2% |
| 6M | +27.9% | +15.4% | +12.6% | +20.5% |
| YTD | +38.7% | +27.7% | +11.0% | +25.3% |
| 1Y | +40.4% | +59.7% | -19.4% | +16.4% |
| All | +40.4% | +55.4% | -15.1% | +16.4% |
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