-48.8%
SE vs VIK
+55.4%
-104.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.2% | -1.8% | +3.3% |
| 7D | +6.7% | +5.4% | +1.3% | +5.6% |
| 30D | -17.2% | +12.5% | -29.7% | -19.0% |
| 3M | -28.0% | -15.2% | -12.8% | -26.1% |
| 6M | -6.1% | +15.4% | -21.5% | -9.5% |
| YTD | -37.1% | +27.7% | -64.8% | -40.0% |
| 1Y | -48.8% | +59.7% | -108.5% | -49.5% |
| All | -48.8% | +55.4% | -104.2% | -49.5% |
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