+248.8%
NBIS vs VIK
+37.7%
+211.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.3% |
| 7D | +8.2% | -3.0% | +11.3% | +10.2% |
| 30D | +3.4% | -20.7% | +24.1% | +17.9% |
| 3M | -12.8% | -4.6% | -8.2% | -8.5% |
| 6M | +131.5% | +14.0% | +117.5% | +118.1% |
| YTD | +170.5% | +20.2% | +150.3% | +150.8% |
| 1Y | +248.8% | +36.0% | +212.8% | +221.1% |
| All | +248.8% | +37.7% | +211.1% | +221.1% |
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