+39.5%
OPEN vs VIK
+225.1%
-185.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.5% | -1.2% |
| 7D | -11.4% | -0.9% | -10.5% | -10.9% |
| 30D | -20.1% | -18.4% | -1.6% | -9.0% |
| 3M | -37.6% | -8.8% | -28.8% | -34.2% |
| 6M | -47.1% | +17.1% | -64.2% | -54.6% |
| YTD | -52.1% | +19.0% | -71.2% | -60.0% |
| 1Y | -73.5% | +30.1% | -103.6% | -79.5% |
| All | +39.5% | +225.1% | -185.6% | -46.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling