-41.8%
NOW vs VIK
+47.2%
-88.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -2.1% |
| 7D | -1.7% | +3.2% | -4.8% | -1.4% |
| 30D | -27.4% | +8.2% | -35.6% | -26.9% |
| 3M | -19.4% | -14.7% | -4.7% | -19.5% |
| 6M | +13.1% | +10.3% | +2.8% | +13.3% |
| YTD | -34.3% | +24.5% | -58.8% | -33.3% |
| 1Y | -41.8% | +45.7% | -87.5% | -42.7% |
| All | -41.8% | +47.2% | -88.9% | -42.7% |
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 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