+964.2%
AAOI vs VIK
+225.1%
+739.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.0% |
| 7D | -0.2% | -0.9% | +0.8% | +0.7% |
| 30D | -23.7% | -18.4% | -5.3% | -10.7% |
| 3M | -39.0% | -8.8% | -30.3% | -34.4% |
| 6M | -17.0% | +17.1% | -34.2% | -30.3% |
| YTD | +202.2% | +19.0% | +183.2% | +136.8% |
| 1Y | +292.4% | +30.1% | +262.3% | +176.1% |
| All | +964.2% | +225.1% | +739.2% | +215.3% |
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