+32.6%
XYZ vs VIK
+47.9%
-15.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.8% |
| 7D | +14.9% | +0.1% | +14.8% | +15.1% |
| 30D | +14.7% | +6.8% | +7.9% | +12.0% |
| 3M | +12.1% | -17.6% | +29.7% | +20.5% |
| 6M | +18.3% | +5.4% | +12.9% | +14.6% |
| YTD | +36.1% | +22.1% | +14.0% | +22.0% |
| All | +32.6% | +47.9% | -15.4% | +2.4% |
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