-48.0%
SE vs VIK
+47.2%
-95.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.0% |
| 7D | -1.5% | +3.2% | -4.6% | -2.1% |
| 30D | -22.3% | +8.2% | -30.5% | -23.4% |
| 3M | -41.8% | -14.7% | -27.1% | -40.4% |
| 6M | -22.4% | +10.3% | -32.7% | -24.6% |
| YTD | -41.6% | +24.5% | -66.0% | -43.8% |
| 1Y | -48.0% | +45.7% | -93.7% | -48.9% |
| All | -48.0% | +47.2% | -95.2% | -48.9% |
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