+54.8%
ON vs VIK
+37.7%
+17.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +2.4% | -3.0% | +5.5% | +3.9% |
| 30D | -3.3% | -20.7% | +17.4% | +7.3% |
| 3M | -43.6% | -4.6% | -38.9% | -42.7% |
| 6M | +19.0% | +14.0% | +5.0% | +9.1% |
| YTD | +37.4% | +20.2% | +17.2% | +23.4% |
| 1Y | +54.8% | +36.0% | +18.8% | +29.3% |
| All | +54.8% | +37.7% | +17.1% | +29.3% |
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