-70.2%
AAOX vs VIK
+18.9%
-89.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -1.2% | -7.3% | -7.5% |
| 7D | +5.4% | -1.8% | +7.2% | +7.4% |
| 30D | -47.7% | -17.3% | -30.5% | -41.2% |
| 3M | -78.6% | -5.1% | -73.6% | -76.5% |
| All | -70.2% | +18.9% | -89.1% | -70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling