-49.7%
NRG vs VIK
+55.4%
-105.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +6.2% | -19.7% | -14.6% |
| 7D | -13.7% | +5.4% | -19.1% | -14.7% |
| 30D | -13.6% | +12.5% | -26.1% | -15.8% |
| 3M | -28.5% | -15.2% | -13.3% | -26.0% |
| 6M | -45.8% | +15.4% | -61.1% | -48.5% |
| YTD | -46.9% | +27.7% | -74.6% | -51.1% |
| 1Y | -49.7% | +59.7% | -109.4% | -53.9% |
| All | -49.7% | +55.4% | -105.2% | -53.9% |
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