-34.2%
ACI vs VIK
+31.2%
-65.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -1.3% |
| 7D | -7.1% | -1.8% | -5.2% | -7.1% |
| 30D | -4.5% | -17.3% | +12.8% | -5.1% |
| 3M | -22.3% | -5.1% | -17.2% | -22.4% |
| 6M | -28.4% | +16.2% | -44.6% | -28.1% |
| YTD | -29.5% | +17.6% | -47.2% | -30.1% |
| 1Y | -34.2% | +33.5% | -67.8% | -38.4% |
| All | -34.2% | +31.2% | -65.5% | -38.4% |
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 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