-3.0%
AAL vs VIK
+243.7%
-246.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.8% |
| 7D | -0.1% | +2.7% | -2.8% | -1.8% |
| 30D | +11.7% | +8.8% | +2.9% | +5.7% |
| 3M | -12.5% | -15.3% | +2.8% | -3.3% |
| 6M | +3.6% | +9.4% | -5.8% | -3.0% |
| YTD | -14.1% | +25.9% | -39.9% | -26.9% |
| 1Y | +0.8% | +51.0% | -50.2% | -24.0% |
| All | -3.0% | +243.7% | -246.7% | -50.3% |
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