+203.6%
NOK vs VIK
+221.3%
-17.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.1% |
| 7D | +8.7% | -1.8% | +10.5% | +9.0% |
| 30D | +12.5% | -17.3% | +29.8% | +16.0% |
| 3M | -20.7% | -5.1% | -15.7% | -19.7% |
| 6M | +36.2% | +16.2% | +20.0% | +33.8% |
| YTD | +64.1% | +17.6% | +46.5% | +60.7% |
| 1Y | +132.4% | +33.5% | +98.9% | +123.9% |
| All | +203.6% | +221.3% | -17.7% | +161.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling