+57.1%
NI vs VIK
+225.1%
-168.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.1% |
| 7D | 0.0% | -0.9% | +1.0% | +0.1% |
| 30D | -1.4% | -18.4% | +17.0% | +0.2% |
| 3M | -10.6% | -8.8% | -1.8% | -10.0% |
| 6M | -9.3% | +17.1% | -26.5% | -11.1% |
| YTD | +1.1% | +19.0% | -17.9% | -1.2% |
| 1Y | +3.4% | +30.1% | -26.8% | 0.0% |
| All | +57.1% | +225.1% | -168.0% | +39.8% |
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