+303.5%
MXL vs VIK
+37.7%
+265.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.3% | +5.4% |
| 7D | +1.6% | -3.0% | +4.7% | +3.6% |
| 30D | -7.0% | -20.7% | +13.7% | +6.0% |
| 3M | -33.4% | -4.6% | -28.8% | -31.0% |
| 6M | +260.2% | +14.0% | +246.2% | +230.4% |
| YTD | +260.0% | +20.2% | +239.8% | +214.3% |
| 1Y | +303.5% | +36.0% | +267.5% | +205.5% |
| All | +303.5% | +37.7% | +265.8% | +205.5% |
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