-92.1%
AAOX vs VIK
+29.0%
-121.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +6.2% | -21.2% | -20.0% |
| 7D | -50.3% | +5.4% | -55.7% | -52.6% |
| 30D | -79.8% | +12.5% | -92.4% | -81.7% |
| 3M | -85.9% | -15.2% | -70.7% | -84.4% |
| 6M | -95.7% | +15.4% | -111.0% | -95.9% |
| All | -92.1% | +29.0% | -121.2% | -92.8% |
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