+235.5%
SIMO vs VIK
+33.4%
+202.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +2.9% |
| 7D | +14.5% | -0.8% | +15.3% | +14.7% |
| 30D | +20.4% | -18.0% | +38.5% | +25.8% |
| 3M | +7.1% | -5.8% | +12.9% | +8.8% |
| 6M | +129.2% | +17.2% | +112.1% | +117.3% |
| YTD | +201.9% | +19.1% | +182.8% | +181.3% |
| 1Y | +235.5% | +33.6% | +201.9% | +202.4% |
| All | +235.5% | +33.4% | +202.1% | +202.4% |
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