+161.7%
TTMI vs VIK
+34.6%
+127.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +2.6% |
| 7D | +0.7% | -0.9% | +1.6% | +1.4% |
| 30D | -8.4% | -18.4% | +10.0% | +4.2% |
| 3M | -32.5% | -8.8% | -23.7% | -28.3% |
| 6M | +32.5% | +17.1% | +15.3% | +18.0% |
| YTD | +83.2% | +19.0% | +64.2% | +58.9% |
| 1Y | +161.7% | +30.1% | +131.5% | +115.7% |
| All | +161.7% | +34.6% | +127.1% | +115.7% |
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