+123.2%
MPC vs VIK
+39.1%
+84.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.4% | +2.7% |
| 7D | +3.9% | +3.6% | +0.3% | +4.4% |
| 30D | +33.8% | -16.7% | +50.5% | +30.3% |
| 3M | +49.9% | -1.1% | +50.9% | +49.8% |
| 6M | +80.9% | +27.8% | +53.1% | +83.0% |
| YTD | +147.4% | +23.3% | +124.1% | +148.9% |
| 1Y | +123.2% | +38.2% | +85.0% | +114.6% |
| All | +123.2% | +39.1% | +84.1% | +114.6% |
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