-40.5%
OPEN vs VIK
+243.7%
-284.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.4% |
| 7D | -15.0% | +2.7% | -17.7% | -16.6% |
| 30D | -40.2% | +8.8% | -49.0% | -43.4% |
| 3M | -67.4% | -15.3% | -52.1% | -63.8% |
| 6M | -74.0% | +9.4% | -83.4% | -76.1% |
| YTD | -79.6% | +25.9% | -105.4% | -83.6% |
| 1Y | -86.1% | +51.0% | -137.1% | -90.5% |
| All | -40.5% | +243.7% | -284.2% | -78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling