+44.7%
AA vs VIK
+221.3%
-176.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.2% | -3.5% | -4.3% |
| 7D | -5.4% | -1.8% | -3.6% | -4.6% |
| 30D | -10.7% | -17.3% | +6.6% | -3.9% |
| 3M | -26.2% | -5.1% | -21.1% | -25.5% |
| 6M | -20.9% | +16.2% | -37.1% | -29.3% |
| YTD | -8.6% | +17.6% | -26.3% | -19.4% |
| 1Y | +57.4% | +33.5% | +23.9% | +28.7% |
| All | +44.7% | +221.3% | -176.5% | -20.6% |
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