-15.6%
MOS vs VIK
+55.4%
-71.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +6.2% | +11.2% | +16.3% |
| 7D | +17.9% | +5.4% | +12.5% | +17.0% |
| 30D | +1.6% | +12.5% | -11.0% | -0.1% |
| 3M | -4.0% | -15.2% | +11.2% | -2.1% |
| 6M | -4.1% | +15.4% | -19.5% | -7.0% |
| YTD | -7.8% | +27.7% | -35.5% | -12.6% |
| 1Y | -15.6% | +59.7% | -75.3% | -27.4% |
| All | -15.6% | +55.4% | -71.0% | -27.4% |
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