+29.7%
Q vs VIK
+43.7%
-14.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +0.9% |
| 7D | +6.7% | +3.6% | +3.2% | +4.8% |
| 30D | -10.6% | -16.7% | +6.1% | -1.8% |
| 3M | -14.6% | -1.1% | -13.5% | -14.3% |
| 6M | +12.1% | +27.8% | -15.8% | -3.0% |
| YTD | +51.3% | +23.3% | +27.9% | +33.4% |
| All | +29.7% | +43.7% | -14.0% | +10.1% |
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 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