+7.8%
ON vs VIK
+228.1%
-220.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.8% |
| 7D | +2.4% | -3.0% | +5.5% | +4.2% |
| 30D | -3.3% | -20.7% | +17.4% | +9.5% |
| 3M | -43.6% | -4.6% | -38.9% | -42.5% |
| 6M | +19.0% | +14.0% | +5.0% | +8.2% |
| YTD | +37.4% | +20.2% | +17.2% | +20.0% |
| 1Y | +54.8% | +36.0% | +18.8% | +24.5% |
| All | +7.8% | +228.1% | -220.4% | -44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling