+728.3%
TTMI vs VIK
+221.3%
+507.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.8% |
| 7D | +6.0% | -1.8% | +7.9% | +7.2% |
| 30D | -6.4% | -17.3% | +10.8% | +4.3% |
| 3M | -28.9% | -5.1% | -23.9% | -26.6% |
| 6M | +26.9% | +16.2% | +10.7% | +16.1% |
| YTD | +77.3% | +17.6% | +59.7% | +59.5% |
| 1Y | +147.5% | +33.5% | +114.0% | +107.5% |
| All | +728.3% | +221.3% | +507.0% | +341.6% |
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