+199.8%
TER vs VIK
+37.7%
+162.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.2% | +5.3% |
| 7D | +0.6% | -3.0% | +3.6% | +2.8% |
| 30D | -8.3% | -20.7% | +12.4% | +7.5% |
| 3M | -12.2% | -4.6% | -7.6% | -8.8% |
| 6M | +17.0% | +14.0% | +3.0% | +6.3% |
| YTD | +84.6% | +20.2% | +64.4% | +62.8% |
| 1Y | +199.8% | +36.0% | +163.8% | +143.5% |
| All | +199.8% | +37.7% | +162.1% | +143.5% |
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 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