-25.6%
NOW vs VIK
+234.5%
-260.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.7% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -26.0% | +7.7% | -33.7% | -27.4% |
| 3M | -13.1% | -17.6% | +4.5% | -9.7% |
| 6M | +14.5% | +1.7% | +12.8% | +12.2% |
| YTD | -33.4% | +22.5% | -55.9% | -39.3% |
| 1Y | -40.6% | +52.6% | -93.3% | -50.5% |
| All | -25.6% | +234.5% | -260.2% | -47.3% |
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