+27.9%
XYZ vs VIK
+234.5%
-206.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.0% |
| 7D | +12.1% | 0.0% | +12.1% | +12.4% |
| 30D | +12.4% | +7.7% | +4.7% | +8.7% |
| 3M | +8.2% | -17.6% | +25.8% | +18.0% |
| 6M | +20.7% | +1.7% | +19.0% | +18.4% |
| YTD | +31.3% | +22.5% | +8.8% | +15.6% |
| 1Y | +20.5% | +52.6% | -32.1% | -6.0% |
| All | +27.9% | +234.5% | -206.6% | -23.4% |
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 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