+75.5%
OSCR vs VIK
+37.7%
+37.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.2% | 0.0% |
| 7D | +5.8% | -3.0% | +8.9% | +6.5% |
| 30D | +7.1% | -20.7% | +27.8% | +12.5% |
| 3M | +36.7% | -4.6% | +41.3% | +36.4% |
| 6M | +114.3% | +14.0% | +100.3% | +101.0% |
| YTD | +124.4% | +20.2% | +104.3% | +109.8% |
| 1Y | +75.5% | +36.0% | +39.5% | +63.5% |
| All | +75.5% | +37.7% | +37.7% | +63.5% |
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