+48.8%
AAOI vs VIK
+51.4%
-2.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -5.5% | -15.4% | -18.7% |
| 7D | -40.8% | -3.8% | -37.0% | -39.5% |
| 30D | -64.0% | +5.5% | -69.5% | -64.3% |
| 3M | -63.5% | -20.4% | -43.1% | -61.0% |
| 6M | -74.0% | +5.4% | -79.5% | -73.9% |
| YTD | +34.5% | +20.7% | +13.9% | +25.2% |
| 1Y | +48.8% | +50.7% | -1.9% | +36.9% |
| All | +48.8% | +51.4% | -2.6% | +36.9% |
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