+118.3%
NXT vs VIK
+239.9%
-121.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.6% | -6.4% |
| 7D | -6.0% | +3.2% | -9.2% | -7.2% |
| 30D | +5.4% | +8.2% | -2.7% | +2.0% |
| 3M | -9.7% | -14.7% | +5.0% | -4.0% |
| 6M | -25.3% | +10.3% | -35.6% | -28.5% |
| YTD | +7.5% | +24.5% | -17.0% | -2.2% |
| 1Y | -3.0% | +45.7% | -48.7% | -16.2% |
| All | +118.3% | +239.9% | -121.6% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling