+2,684.0%
SNDK vs VIK
+37.7%
+2,646.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.7% |
| 7D | +17.2% | -3.0% | +20.2% | +19.2% |
| 30D | +28.8% | -20.7% | +49.6% | +47.2% |
| 3M | -1.1% | -4.6% | +3.5% | +2.0% |
| 6M | +190.5% | +14.0% | +176.5% | +162.9% |
| YTD | +633.0% | +20.2% | +612.8% | +534.1% |
| 1Y | +2,684.0% | +36.0% | +2,648.0% | +2,158.2% |
| All | +2,684.0% | +37.7% | +2,646.3% | +2,158.2% |
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