-11.5%
SNPS vs VIK
+244.4%
-255.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.4% |
| 7D | -0.2% | -1.2% | +1.0% | +0.3% |
| 30D | -8.0% | +11.5% | -19.5% | -11.8% |
| 3M | +12.5% | -11.3% | +23.8% | +16.9% |
| 6M | -10.5% | +11.3% | -21.8% | -15.8% |
| YTD | -1.6% | +26.1% | -27.7% | -14.1% |
| 1Y | +16.8% | +50.0% | -33.2% | -6.7% |
| All | -11.5% | +244.4% | -255.9% | -44.8% |
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