+52.6%
VIK vs SWK
+71.2%
-18.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | 0.0% | +11.0% | -11.0% | -5.1% |
| 30D | +7.7% | +30.1% | -22.4% | -5.6% |
| 3M | -17.6% | +14.7% | -32.3% | -23.2% |
| 6M | +1.7% | +44.5% | -42.8% | -17.6% |
| YTD | +22.5% | +59.4% | -36.9% | -7.7% |
| 1Y | +52.6% | +77.5% | -24.9% | +7.9% |
| All | +52.6% | +71.2% | -18.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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