+3.0%
ON vs VIK
+243.7%
-240.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.2% |
| 7D | +12.2% | +2.7% | +9.5% | +10.6% |
| 30D | -3.1% | +8.8% | -11.9% | -7.5% |
| 3M | -12.9% | -15.3% | +2.4% | -5.2% |
| 6M | -38.6% | +9.4% | -48.0% | -42.5% |
| YTD | +31.2% | +25.9% | +5.4% | +11.3% |
| 1Y | +47.6% | +51.0% | -3.3% | +11.6% |
| All | +3.0% | +243.7% | -240.7% | -48.4% |
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