-6.4%
SAP vs VIK
+51.6%
-58.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | 0.0% |
| 7D | -2.5% | -1.2% | -1.3% | -2.4% |
| 30D | +7.5% | +11.5% | -4.0% | +6.7% |
| 3M | +11.6% | -11.3% | +23.0% | +12.2% |
| 6M | +37.6% | +11.3% | +26.3% | +35.1% |
| YTD | -2.0% | +26.1% | -28.1% | -2.6% |
| 1Y | -6.4% | +50.0% | -56.3% | -9.5% |
| All | -6.4% | +51.6% | -58.0% | -9.5% |
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