+24.3%
P vs VIK
+47.2%
-22.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.3% | +4.7% | +3.8% |
| 7D | +17.8% | +3.2% | +14.7% | +16.7% |
| 30D | -29.9% | +8.2% | -38.0% | -31.1% |
| 3M | -1.2% | -14.7% | +13.5% | +2.8% |
| 6M | +32.1% | +10.3% | +21.9% | +29.0% |
| YTD | +64.3% | +24.5% | +39.8% | +52.6% |
| 1Y | +24.3% | +45.7% | -21.4% | +22.0% |
| All | +24.3% | +47.2% | -22.9% | +22.0% |
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