+216.8%
NET vs VIK
+228.1%
-11.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.1% |
| 7D | -7.0% | -3.0% | -3.9% | -6.0% |
| 30D | -4.8% | -20.7% | +15.9% | +3.4% |
| 3M | +3.8% | -4.6% | +8.5% | +5.4% |
| 6M | +50.0% | +14.0% | +36.1% | +40.6% |
| YTD | +41.5% | +20.2% | +21.3% | +29.0% |
| 1Y | +32.8% | +36.0% | -3.2% | +14.2% |
| All | +216.8% | +228.1% | -11.3% | +209.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling