+9.3%
MCO vs VIK
+55.4%
-46.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.2% | -1.3% | +4.1% |
| 7D | +10.7% | +5.4% | +5.3% | +9.9% |
| 30D | +17.9% | +12.5% | +5.4% | +16.1% |
| 3M | +9.5% | -15.2% | +24.7% | +11.6% |
| 6M | +18.1% | +15.4% | +2.7% | +14.2% |
| YTD | +4.1% | +27.7% | -23.6% | -1.2% |
| 1Y | +9.3% | +59.7% | -50.4% | -1.1% |
| All | +9.3% | +55.4% | -46.1% | -1.1% |
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