+146.9%
SMTC vs VIK
+37.7%
+109.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +9.0% | +9.1% |
| 7D | +12.7% | -3.0% | +15.8% | +14.6% |
| 30D | +22.0% | -20.7% | +42.7% | +37.3% |
| 3M | -12.7% | -4.6% | -8.0% | -10.5% |
| 6M | +64.8% | +14.0% | +50.8% | +50.7% |
| YTD | +100.7% | +20.2% | +80.5% | +77.3% |
| 1Y | +146.9% | +36.0% | +110.9% | +105.3% |
| All | +146.9% | +37.7% | +109.2% | +105.3% |
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