+172.6%
TTMI vs VIK
+37.7%
+134.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.3% | +8.6% | +8.7% |
| 7D | +5.9% | -3.0% | +8.9% | +7.9% |
| 30D | -4.3% | -20.7% | +16.4% | +10.4% |
| 3M | -32.0% | -4.6% | -27.4% | -29.9% |
| 6M | +19.5% | +14.0% | +5.5% | +7.5% |
| YTD | +82.0% | +20.2% | +61.9% | +58.3% |
| 1Y | +172.6% | +36.0% | +136.6% | +117.9% |
| All | +172.6% | +37.7% | +134.9% | +117.9% |
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