+297.0%
MXL vs VIK
+55.4%
+241.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +6.2% | -17.3% | -14.2% |
| 7D | -24.3% | +5.4% | -29.7% | -26.7% |
| 30D | -46.1% | +12.5% | -58.6% | -49.6% |
| 3M | -21.8% | -15.2% | -6.6% | -15.8% |
| 6M | -27.2% | +15.4% | -42.6% | -32.6% |
| YTD | +226.2% | +27.7% | +198.5% | +180.4% |
| 1Y | +297.0% | +59.7% | +237.3% | +189.4% |
| All | +297.0% | +55.4% | +241.5% | +189.4% |
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