+4,437.1%
SNDK vs VIK
+62.9%
+4,374.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -4.3% |
| 7D | -6.1% | -0.9% | -5.2% | -5.7% |
| 30D | +21.5% | -18.4% | +39.9% | +38.6% |
| 3M | -13.2% | -8.8% | -4.4% | -8.0% |
| 6M | +149.2% | +17.1% | +132.1% | +116.8% |
| YTD | +588.1% | +19.0% | +569.0% | +483.3% |
| 1Y | +1,837.5% | +30.1% | +1,807.4% | +1,423.0% |
| All | +4,437.1% | +62.9% | +4,374.2% | +2,803.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling