-73.1%
SMR vs VIK
+37.7%
-110.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | +4.4% | -3.0% | +7.5% | +6.4% |
| 30D | +3.4% | -20.7% | +24.1% | +19.0% |
| 3M | -19.2% | -4.6% | -14.5% | -17.5% |
| 6M | -22.6% | +14.0% | -36.6% | -29.7% |
| YTD | -31.5% | +20.2% | -51.7% | -38.9% |
| 1Y | -73.1% | +36.0% | -109.1% | -77.1% |
| All | -73.1% | +37.7% | -110.8% | -77.1% |
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