+5.5%
URI vs VIK
+37.7%
-32.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -2.0% | -3.0% | +1.1% | -1.2% |
| 30D | -12.9% | -20.7% | +7.8% | -7.4% |
| 3M | -6.7% | -4.6% | -2.1% | -6.4% |
| 6M | +19.0% | +14.0% | +5.0% | +12.1% |
| YTD | +25.5% | +20.2% | +5.4% | +17.7% |
| 1Y | +5.5% | +36.0% | -30.5% | -6.1% |
| All | +5.5% | +37.7% | -32.2% | -6.1% |
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