+45.7%
ACHR vs VIK
+236.8%
-191.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +0.6% |
| 7D | +4.9% | +3.6% | +1.3% | +2.8% |
| 30D | +4.3% | -16.7% | +21.0% | +14.9% |
| 3M | +1.7% | -1.1% | +2.8% | +1.0% |
| 6M | -6.9% | +27.8% | -34.7% | -21.9% |
| YTD | -22.5% | +23.3% | -45.8% | -34.5% |
| 1Y | -31.5% | +38.2% | -69.7% | -46.7% |
| All | +45.7% | +236.8% | -191.1% | -25.4% |
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