+22.1%
SAP vs VIK
+236.8%
-214.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -2.2% |
| 7D | -0.3% | +3.6% | -3.8% | -0.9% |
| 30D | +2.6% | -16.7% | +19.3% | +6.0% |
| 3M | +16.3% | -1.1% | +17.3% | +15.7% |
| 6M | +6.4% | +27.8% | -21.4% | -0.8% |
| YTD | -11.4% | +23.3% | -34.8% | -16.9% |
| 1Y | -20.4% | +38.2% | -58.6% | -27.8% |
| All | +22.1% | +236.8% | -214.7% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling