-56.6%
NKE vs VIK
+225.1%
-281.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.2% |
| 7D | -4.2% | -0.9% | -3.2% | -4.0% |
| 30D | -8.2% | -18.4% | +10.2% | -3.9% |
| 3M | -19.1% | -8.8% | -10.3% | -17.9% |
| 6M | -32.6% | +17.1% | -49.8% | -36.4% |
| YTD | -40.7% | +19.0% | -59.8% | -44.4% |
| 1Y | -48.9% | +30.1% | -79.0% | -53.5% |
| All | -56.6% | +225.1% | -281.7% | -65.7% |
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