-28.6%
NOW vs VIK
+39.1%
-67.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.6% | -4.9% |
| 7D | -6.1% | +3.6% | -9.7% | -6.0% |
| 30D | +7.5% | -16.7% | +24.2% | +7.5% |
| 3M | +17.5% | -1.1% | +18.6% | +17.1% |
| 6M | +7.9% | +27.8% | -19.9% | +6.3% |
| YTD | -12.4% | +23.3% | -35.7% | -12.9% |
| 1Y | -28.6% | +38.2% | -66.7% | -31.1% |
| All | -28.6% | +39.1% | -67.7% | -31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling