+12.6%
NFLX vs VIK
+243.7%
-231.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | -2.0% | +2.7% | -4.7% | -2.4% |
| 30D | -11.9% | +8.8% | -20.7% | -13.1% |
| 3M | -20.6% | -15.3% | -5.3% | -18.8% |
| 6M | -29.0% | +9.4% | -38.4% | -30.6% |
| YTD | -33.7% | +25.9% | -59.6% | -37.5% |
| 1Y | -46.2% | +51.0% | -97.1% | -51.7% |
| All | +12.6% | +243.7% | -231.0% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling