-5.0%
NXPI vs VIK
+228.1%
-233.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +1.9% | -3.0% | +4.9% | +3.3% |
| 30D | -1.4% | -20.7% | +19.3% | +9.0% |
| 3M | -29.1% | -4.6% | -24.4% | -28.2% |
| 6M | +6.2% | +14.0% | -7.8% | -2.9% |
| YTD | +5.9% | +20.2% | -14.3% | -6.5% |
| 1Y | +2.9% | +36.0% | -33.1% | -15.6% |
| All | -5.0% | +228.1% | -233.1% | -47.0% |
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