+2.9%
ON vs VIK
+225.3%
-222.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +1.7% |
| 7D | -1.9% | -0.8% | -1.1% | -1.6% |
| 30D | -11.0% | -18.0% | +7.0% | -1.3% |
| 3M | -39.3% | -5.8% | -33.5% | -37.8% |
| 6M | +19.8% | +17.2% | +2.7% | +7.1% |
| YTD | +31.1% | +19.1% | +12.0% | +14.9% |
| 1Y | +46.0% | +33.6% | +12.4% | +18.5% |
| All | +2.9% | +225.3% | -222.5% | -46.7% |
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 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