+37.7%
STM vs VIK
+236.8%
-199.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.2% | -1.9% |
| 7D | +5.2% | +3.6% | +1.6% | +3.3% |
| 30D | -7.4% | -16.7% | +9.4% | +1.2% |
| 3M | -30.6% | -1.1% | -29.6% | -30.3% |
| 6M | +66.4% | +27.8% | +38.6% | +45.2% |
| YTD | +101.1% | +23.3% | +77.8% | +77.1% |
| 1Y | +97.4% | +38.2% | +59.2% | +62.8% |
| All | +37.7% | +236.8% | -199.1% | -25.3% |
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