-9.2%
SWKS vs VIK
+236.8%
-246.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.8% |
| 7D | +11.8% | +3.6% | +8.2% | +10.3% |
| 30D | +6.7% | -16.7% | +23.5% | +14.1% |
| 3M | 0.0% | -1.1% | +1.1% | +0.1% |
| 6M | +38.7% | +27.8% | +10.9% | +21.9% |
| YTD | +21.4% | +23.3% | -2.0% | +7.7% |
| 1Y | +2.9% | +38.2% | -35.3% | -14.2% |
| All | -9.2% | +236.8% | -246.1% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling