+68.0%
NTAP vs VIK
+47.3%
+20.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.8% |
| 7D | +7.2% | +2.7% | +4.5% | +6.6% |
| 30D | -18.4% | +8.8% | -27.2% | -19.6% |
| 3M | -11.3% | -15.3% | +4.0% | -8.8% |
| 6M | +53.8% | +9.4% | +44.4% | +50.6% |
| YTD | +72.0% | +25.9% | +46.1% | +59.0% |
| 1Y | +68.0% | +51.0% | +17.0% | +46.7% |
| All | +68.0% | +47.3% | +20.7% | +46.7% |
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