+30.3%
XYZ vs VIK
+49.1%
-18.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.8% |
| 7D | -2.2% | -1.2% | -1.0% | -1.7% |
| 30D | +11.6% | +11.5% | +0.1% | +7.0% |
| 3M | +8.4% | -11.3% | +19.7% | +12.9% |
| 6M | +17.2% | +11.3% | +5.8% | +10.9% |
| YTD | +31.7% | +26.1% | +5.6% | +16.4% |
| All | +30.3% | +49.1% | -18.8% | +0.8% |
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