-7.1%
MOS vs VIK
+228.1%
-235.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | +9.5% | -3.0% | +12.6% | +10.0% |
| 30D | +10.4% | -20.7% | +31.2% | +14.3% |
| 3M | +12.9% | -4.6% | +17.5% | +13.1% |
| 6M | +1.2% | +14.0% | -12.7% | -1.8% |
| YTD | +9.3% | +20.2% | -10.9% | +4.8% |
| 1Y | -18.0% | +36.0% | -54.0% | -23.3% |
| All | -7.1% | +228.1% | -235.3% | -24.8% |
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