+170.4%
SN vs VIK
+228.1%
-57.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | -9.3% | -3.0% | -6.3% | -7.8% |
| 30D | -4.8% | -20.7% | +15.9% | +7.4% |
| 3M | +40.4% | -4.6% | +45.1% | +42.7% |
| 6M | +50.9% | +14.0% | +37.0% | +37.5% |
| YTD | +54.9% | +20.2% | +34.8% | +36.0% |
| 1Y | +43.0% | +36.0% | +7.0% | +16.3% |
| All | +170.4% | +228.1% | -57.7% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling