-7.0%
MOS vs VIK
+54.3%
-61.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | +21.6% | 0.0% | +21.6% | +21.4% |
| 30D | +12.0% | +7.7% | +4.3% | +10.9% |
| 3M | -3.9% | -17.6% | +13.7% | -1.6% |
| 6M | -3.3% | +1.7% | -5.0% | -4.7% |
| YTD | -4.6% | +22.5% | -27.2% | -8.9% |
| 1Y | -7.0% | +52.6% | -59.6% | -18.9% |
| All | -7.0% | +54.3% | -61.3% | -18.9% |
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