+59.2%
NRG vs VIK
+225.1%
-165.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.1% |
| 7D | -4.7% | -0.9% | -3.7% | -4.3% |
| 30D | -6.0% | -18.4% | +12.4% | +1.5% |
| 3M | -8.0% | -8.8% | +0.8% | -5.5% |
| 6M | -23.2% | +17.1% | -40.3% | -30.1% |
| YTD | -28.1% | +19.0% | -47.1% | -35.8% |
| 1Y | -27.3% | +30.1% | -57.4% | -38.3% |
| All | +59.2% | +225.1% | -165.9% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling