+101.8%
P vs VIK
+236.8%
-135.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.4% |
| 7D | +7.8% | +3.6% | +4.3% | +6.0% |
| 30D | +12.3% | -16.7% | +29.1% | +21.9% |
| 3M | +37.1% | -1.1% | +38.2% | +36.9% |
| 6M | +66.1% | +27.8% | +38.3% | +41.9% |
| YTD | +50.9% | +23.3% | +27.6% | +30.7% |
| 1Y | +27.2% | +38.2% | -11.0% | +1.8% |
| All | +101.8% | +236.8% | -135.1% | +13.0% |
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 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