+63.6%
SLB vs VIK
+37.7%
+25.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +0.8% | -3.0% | +3.9% | +1.0% |
| 30D | +15.8% | -20.7% | +36.6% | +17.8% |
| 3M | -0.3% | -4.6% | +4.3% | -1.1% |
| 6M | +21.3% | +14.0% | +7.4% | +15.7% |
| YTD | +52.3% | +20.2% | +32.1% | +44.1% |
| 1Y | +63.6% | +36.0% | +27.6% | +48.2% |
| All | +63.6% | +37.7% | +25.9% | +48.2% |
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