-1.1%
SWKS vs VIK
+234.5%
-235.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.7% |
| 7D | -6.2% | 0.0% | -6.2% | -6.3% |
| 30D | -1.5% | +7.7% | -9.1% | -4.3% |
| 3M | +23.0% | -17.6% | +40.6% | +31.2% |
| 6M | +27.6% | +1.7% | +25.9% | +24.8% |
| YTD | +32.3% | +22.5% | +9.8% | +17.1% |
| 1Y | +20.1% | +52.6% | -32.5% | -5.2% |
| All | -1.1% | +234.5% | -235.6% | -45.1% |
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 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