-4.9%
SHOP vs VIK
+55.4%
-60.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.2% | +1.1% | +4.8% |
| 7D | -9.0% | +5.4% | -14.4% | -10.8% |
| 30D | -4.4% | +12.5% | -16.9% | -8.6% |
| 3M | +24.1% | -15.2% | +39.3% | +32.3% |
| 6M | +20.0% | +15.4% | +4.6% | +10.7% |
| YTD | -4.9% | +27.7% | -32.6% | -17.5% |
| 1Y | -4.9% | +59.7% | -64.6% | -26.3% |
| All | -4.9% | +55.4% | -60.4% | -26.3% |
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 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