+2.9%
TEAM vs VIK
+225.3%
-222.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.2% | +1.8% |
| 7D | -4.7% | -0.8% | -3.9% | -4.5% |
| 30D | +17.0% | -18.0% | +35.1% | +24.4% |
| 3M | +85.9% | -5.8% | +91.7% | +87.1% |
| 6M | +116.7% | +17.2% | +99.5% | +95.5% |
| YTD | +9.6% | +19.1% | -9.5% | -2.6% |
| 1Y | -2.5% | +33.6% | -36.2% | -19.0% |
| All | +2.9% | +225.3% | -222.4% | -33.1% |
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