+42.7%
MKSI vs VIK
+55.4%
-12.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +6.2% | -11.2% | -8.1% |
| 7D | -10.7% | +5.4% | -16.1% | -13.3% |
| 30D | -30.5% | +12.5% | -43.0% | -34.9% |
| 3M | -39.2% | -15.2% | -24.0% | -33.7% |
| 6M | -33.0% | +15.4% | -48.4% | -37.7% |
| YTD | +22.3% | +27.7% | -5.4% | +6.7% |
| 1Y | +42.7% | +59.7% | -17.0% | +19.0% |
| All | +42.7% | +55.4% | -12.8% | +19.0% |
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