+84.8%
MRK vs VIK
+37.7%
+47.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | +1.3% | -3.0% | +4.4% | +1.6% |
| 30D | +17.1% | -20.7% | +37.9% | +20.3% |
| 3M | +25.9% | -4.6% | +30.5% | +25.3% |
| 6M | +26.8% | +14.0% | +12.8% | +22.0% |
| YTD | +44.9% | +20.2% | +24.7% | +37.4% |
| 1Y | +84.8% | +36.0% | +48.8% | +72.3% |
| All | +84.8% | +37.7% | +47.1% | +72.3% |
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