+97.8%
W vs VIK
+236.8%
-139.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.5% |
| 7D | +6.5% | +3.6% | +2.9% | +3.6% |
| 30D | -6.2% | -16.7% | +10.5% | +6.8% |
| 3M | +48.9% | -1.1% | +50.0% | +48.9% |
| 6M | +31.2% | +27.8% | +3.4% | +5.4% |
| YTD | -0.4% | +23.3% | -23.8% | -17.7% |
| 1Y | +14.8% | +38.2% | -23.4% | -14.2% |
| All | +97.8% | +236.8% | -139.0% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling