+932.6%
STX vs VIK
+228.1%
+704.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.2% |
| 7D | +2.4% | -3.0% | +5.4% | +3.7% |
| 30D | +1.4% | -20.7% | +22.1% | +11.9% |
| 3M | -8.2% | -4.6% | -3.6% | -6.6% |
| 6M | +127.0% | +14.0% | +113.0% | +110.9% |
| YTD | +209.1% | +20.2% | +189.0% | +180.9% |
| 1Y | +365.4% | +36.0% | +329.4% | +300.0% |
| All | +932.6% | +228.1% | +704.5% | +563.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling