+148.0%
SN vs VIK
+47.3%
+100.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.3% |
| 7D | +1.5% | +2.7% | -1.2% | +0.2% |
| 30D | +21.5% | +8.8% | +12.7% | +16.4% |
| 3M | +20.0% | -15.3% | +35.3% | +29.7% |
| 6M | +119.9% | +9.4% | +110.6% | +105.8% |
| YTD | +102.3% | +25.9% | +76.5% | +72.3% |
| 1Y | +148.0% | +51.0% | +97.0% | +85.4% |
| All | +148.0% | +47.3% | +100.7% | +85.4% |
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