+36.5%
SO vs VIK
+236.8%
-200.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | -0.1% | +2.6% | -2.7% | -0.1% |
| 30D | +8.7% | +7.9% | +0.8% | +8.7% |
| 3M | +3.4% | -15.2% | +18.5% | +3.2% |
| 6M | +3.7% | +6.5% | -2.8% | +3.7% |
| YTD | +10.0% | +23.3% | -13.3% | +10.1% |
| 1Y | +6.6% | +47.7% | -41.1% | +6.6% |
| All | +36.5% | +236.8% | -200.3% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling