+218.2%
NOK vs VIK
+225.1%
-6.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.2% | +3.6% | +4.6% |
| 7D | +11.0% | -0.9% | +11.9% | +11.2% |
| 30D | +7.8% | -18.4% | +26.3% | +11.4% |
| 3M | -21.0% | -8.8% | -12.2% | -19.6% |
| 6M | +40.9% | +17.1% | +23.7% | +38.3% |
| YTD | +72.0% | +19.0% | +53.0% | +68.1% |
| 1Y | +140.9% | +30.1% | +110.8% | +133.2% |
| All | +218.2% | +225.1% | -6.9% | +173.5% |
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 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