+0.1%
SO vs VIK
+33.4%
-33.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.8% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | -2.5% | -18.0% | +15.6% | -2.9% |
| 3M | -4.2% | -5.8% | +1.6% | -4.2% |
| 6M | -7.7% | +17.2% | -24.8% | -7.0% |
| YTD | +3.8% | +19.1% | -15.3% | +4.2% |
| 1Y | +0.1% | +33.6% | -33.6% | +0.5% |
| All | +0.1% | +33.4% | -33.4% | +0.5% |
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