+6.9%
NXT vs VIK
+55.4%
-48.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +6.2% | +4.9% | +7.7% |
| 7D | +30.0% | +5.4% | +24.6% | +26.3% |
| 30D | +28.6% | +12.5% | +16.1% | +20.4% |
| 3M | +8.4% | -15.2% | +23.6% | +17.8% |
| 6M | -8.7% | +15.4% | -24.1% | -16.9% |
| YTD | +22.5% | +27.7% | -5.2% | +4.0% |
| 1Y | +6.9% | +59.7% | -52.8% | -19.0% |
| All | +6.9% | +55.4% | -48.5% | -19.0% |
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 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