+7.9%
NXT vs VIK
+47.3%
-39.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.9% |
| 7D | -9.4% | +2.7% | -12.1% | -10.8% |
| 30D | +15.1% | +8.8% | +6.3% | +9.9% |
| 3M | -9.1% | -15.3% | +6.2% | -1.0% |
| 6M | -30.3% | +9.4% | -39.7% | -34.5% |
| YTD | +9.1% | +25.9% | -16.8% | -6.1% |
| 1Y | +7.9% | +51.0% | -43.1% | -15.7% |
| All | +7.9% | +47.3% | -39.4% | -15.7% |
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