+46.9%
SN vs VIK
+33.4%
+13.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -1.7% |
| 7D | -3.4% | -0.8% | -2.6% | -3.0% |
| 30D | -9.1% | -18.0% | +9.0% | -0.4% |
| 3M | +31.8% | -5.8% | +37.6% | +34.0% |
| 6M | +52.0% | +17.2% | +34.9% | +36.7% |
| YTD | +51.3% | +19.1% | +32.2% | +34.3% |
| 1Y | +46.9% | +33.6% | +13.2% | +21.0% |
| All | +46.9% | +33.4% | +13.4% | +21.0% |
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