-52.2%
OPEN vs VIK
+31.2%
-83.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -5.9% |
| 7D | -10.5% | -1.8% | -8.7% | -9.5% |
| 30D | -21.8% | -17.3% | -4.5% | -12.7% |
| 3M | -37.5% | -5.1% | -32.4% | -36.5% |
| 6M | -44.1% | +16.2% | -60.3% | -52.8% |
| YTD | -52.0% | +17.6% | -69.6% | -61.0% |
| 1Y | -52.2% | +33.5% | -85.7% | -63.4% |
| All | -52.2% | +31.2% | -83.5% | -63.4% |
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 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