+5.6%
XYZ vs VIK
+39.1%
-33.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.9% | -4.2% |
| 7D | +2.9% | +3.6% | -0.7% | +1.5% |
| 30D | +1.4% | -16.7% | +18.1% | +8.2% |
| 3M | +14.6% | -1.1% | +15.6% | +14.1% |
| 6M | +20.8% | +27.8% | -7.1% | +8.3% |
| YTD | +23.1% | +23.3% | -0.3% | +11.3% |
| 1Y | +5.6% | +38.2% | -32.5% | -10.5% |
| All | +5.6% | +39.1% | -33.5% | -10.5% |
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 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