-20.8%
OTIS vs VIK
+225.1%
-245.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.6% |
| 7D | -3.0% | -0.9% | -2.0% | -2.9% |
| 30D | -6.0% | -18.4% | +12.4% | -3.8% |
| 3M | -0.9% | -8.8% | +7.9% | -0.1% |
| 6M | -17.3% | +17.1% | -34.5% | -19.7% |
| YTD | -19.6% | +19.0% | -38.6% | -22.2% |
| 1Y | -21.0% | +30.1% | -51.2% | -24.7% |
| All | -20.8% | +225.1% | -245.9% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling