+9.7%
TEAM vs VIK
+228.1%
-218.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | -3.0% | +2.6% | +0.5% |
| 30D | +67.3% | -20.7% | +88.0% | +80.1% |
| 3M | +86.8% | -4.6% | +91.4% | +87.4% |
| 6M | +146.8% | +14.0% | +132.8% | +125.4% |
| YTD | +16.9% | +20.2% | -3.2% | +3.7% |
| 1Y | +12.8% | +36.0% | -23.2% | -6.9% |
| All | +9.7% | +228.1% | -218.4% | -28.8% |
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 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