+9.7%
URI vs VIK
+33.4%
-23.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.8% | +2.3% |
| 7D | +5.0% | -0.8% | +5.8% | +5.2% |
| 30D | -9.4% | -18.0% | +8.6% | -4.7% |
| 3M | -5.8% | -5.8% | 0.0% | -5.2% |
| 6M | +25.8% | +17.2% | +8.7% | +18.0% |
| YTD | +27.9% | +19.1% | +8.8% | +20.1% |
| 1Y | +9.7% | +33.6% | -23.9% | -1.9% |
| All | +9.7% | +33.4% | -23.7% | -1.9% |
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