+93.0%
P vs VIK
+234.5%
-141.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +2.8% |
| 7D | -23.8% | 0.0% | -23.8% | -23.6% |
| 30D | -36.6% | +7.7% | -44.3% | -38.7% |
| 3M | +10.9% | -17.6% | +28.5% | +21.1% |
| 6M | +30.0% | +1.7% | +28.3% | +27.4% |
| YTD | +44.4% | +22.5% | +21.9% | +25.6% |
| 1Y | +3.9% | +52.6% | -48.7% | -21.4% |
| All | +93.0% | +234.5% | -141.5% | +8.6% |
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