+26.7%
Q vs VIK
+40.0%
-13.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +0.2% | -3.0% | +3.3% | +1.9% |
| 30D | -11.1% | -20.7% | +9.6% | +0.3% |
| 3M | -22.1% | -4.6% | -17.5% | -20.3% |
| 6M | +0.5% | +14.0% | -13.5% | -8.7% |
| YTD | +47.8% | +20.2% | +27.6% | +32.2% |
| All | +26.7% | +40.0% | -13.3% | +9.1% |
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