+42.4%
SOUN vs VIK
+221.3%
-178.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.8% | -2.2% |
| 7D | -6.8% | -1.8% | -5.0% | -5.6% |
| 30D | -15.2% | -17.3% | +2.0% | -3.4% |
| 3M | -7.0% | -5.1% | -1.9% | -5.5% |
| 6M | -20.5% | +16.2% | -36.7% | -33.1% |
| YTD | -37.0% | +17.6% | -54.7% | -48.2% |
| 1Y | -55.3% | +33.5% | -88.8% | -67.5% |
| All | +42.4% | +221.3% | -178.9% | -39.0% |
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