-32.6%
MOD vs VIK
+55.4%
-88.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +6.2% | -27.6% | -25.0% |
| 7D | -31.3% | +5.4% | -36.7% | -34.1% |
| 30D | -46.1% | +12.5% | -58.6% | -50.5% |
| 3M | -51.1% | -15.2% | -35.9% | -46.0% |
| 6M | -62.1% | +15.4% | -77.4% | -67.0% |
| YTD | -26.2% | +27.7% | -53.8% | -44.2% |
| 1Y | -32.6% | +59.7% | -92.3% | -58.3% |
| All | -32.6% | +55.4% | -88.0% | -58.3% |
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