+136.0%
MKSI vs VIK
+225.1%
-89.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.3% |
| 7D | +2.7% | -0.9% | +3.6% | +3.3% |
| 30D | -12.8% | -18.4% | +5.6% | -0.2% |
| 3M | -22.5% | -8.8% | -13.8% | -17.4% |
| 6M | +19.4% | +17.1% | +2.3% | +5.5% |
| YTD | +67.7% | +19.0% | +48.7% | +44.8% |
| 1Y | +131.4% | +30.1% | +101.3% | +85.7% |
| All | +136.0% | +225.1% | -89.1% | +0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling