+16.0%
AA vs VIK
+55.4%
-39.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | +1.4% |
| 7D | +0.9% | +5.4% | -4.5% | -0.3% |
| 30D | -6.4% | +12.5% | -19.0% | -8.8% |
| 3M | -13.0% | -15.2% | +2.3% | -10.4% |
| 6M | -34.6% | +15.4% | -50.0% | -37.9% |
| YTD | -23.0% | +27.7% | -50.7% | -30.6% |
| 1Y | +16.0% | +59.7% | -43.7% | -5.2% |
| All | +16.0% | +55.4% | -39.5% | -5.2% |
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