+19.4%
AA vs VIK
+243.7%
-224.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.2% |
| 7D | +0.5% | +2.7% | -2.2% | -0.6% |
| 30D | -0.6% | +8.8% | -9.4% | -4.1% |
| 3M | -19.7% | -15.3% | -4.4% | -14.4% |
| 6M | -41.6% | +9.4% | -50.9% | -45.0% |
| YTD | -24.6% | +25.9% | -50.5% | -35.5% |
| 1Y | +4.9% | +51.0% | -46.1% | -19.1% |
| All | +19.4% | +243.7% | -224.3% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling