+27.1%
SW vs VIK
+51.4%
-24.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +4.0% | +0.8% |
| 7D | +4.7% | -3.8% | +8.4% | +6.2% |
| 30D | +5.0% | +5.5% | -0.5% | +2.4% |
| 3M | -7.3% | -20.4% | +13.1% | +1.7% |
| 6M | +15.0% | +5.4% | +9.5% | +11.0% |
| YTD | +18.5% | +20.7% | -2.1% | +8.3% |
| 1Y | +27.1% | +50.7% | -23.6% | +5.8% |
| All | +27.1% | +51.4% | -24.3% | +5.8% |
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