+364.9%
MXL vs VIK
+34.6%
+330.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.2% | +6.4% | +6.8% |
| 7D | +18.9% | -0.9% | +19.8% | +19.4% |
| 30D | +0.3% | -18.4% | +18.7% | +12.2% |
| 3M | -8.0% | -8.8% | +0.7% | -2.7% |
| 6M | +341.2% | +17.1% | +324.1% | +296.0% |
| YTD | +327.8% | +19.0% | +308.8% | +274.8% |
| 1Y | +364.9% | +30.1% | +334.8% | +258.4% |
| All | +364.9% | +34.6% | +330.3% | +258.4% |
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