+16.8%
RF vs VIK
+47.2%
-30.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -0.1% |
| 7D | +0.4% | +3.2% | -2.8% | -0.4% |
| 30D | +5.6% | +8.2% | -2.6% | +3.4% |
| 3M | -8.9% | -14.7% | +5.8% | -5.7% |
| 6M | +7.1% | +10.3% | -3.2% | +3.1% |
| YTD | +8.3% | +24.5% | -16.1% | -0.7% |
| 1Y | +16.8% | +45.7% | -28.9% | +0.2% |
| All | +16.8% | +47.2% | -30.3% | +0.2% |
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