+123.8%
STX vs VIK
+55.4%
+68.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.2% | -14.3% | -10.7% |
| 7D | -20.2% | +5.4% | -25.6% | -22.1% |
| 30D | -37.2% | +12.5% | -49.7% | -40.4% |
| 3M | -34.1% | -15.2% | -18.8% | -29.0% |
| 6M | -24.5% | +15.4% | -39.8% | -30.3% |
| YTD | +102.9% | +27.7% | +75.3% | +75.4% |
| 1Y | +123.8% | +59.7% | +64.1% | +84.8% |
| All | +123.8% | +55.4% | +68.3% | +84.8% |
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 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