-2.7%
SMCI vs VIK
+37.7%
-40.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.3% | +4.4% |
| 7D | +6.8% | -3.0% | +9.8% | +9.1% |
| 30D | +30.6% | -20.7% | +51.3% | +53.3% |
| 3M | -15.6% | -4.6% | -10.9% | -12.5% |
| 6M | +21.3% | +14.0% | +7.3% | +11.1% |
| YTD | +35.3% | +20.2% | +15.1% | +22.1% |
| 1Y | -2.7% | +36.0% | -38.7% | -15.2% |
| All | -2.7% | +37.7% | -40.4% | -15.2% |
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