+11.9%
ACN vs VIK
+55.4%
-43.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.2% | -2.4% | +3.5% |
| 7D | +8.6% | +5.4% | +3.2% | +8.2% |
| 30D | +36.6% | +12.5% | +24.1% | +35.7% |
| 3M | +56.3% | -15.2% | +71.5% | +58.1% |
| 6M | +49.7% | +15.4% | +34.3% | +44.0% |
| YTD | +1.3% | +27.7% | -26.3% | -4.4% |
| 1Y | +11.9% | +59.7% | -47.8% | -3.4% |
| All | +11.9% | +55.4% | -43.5% | -3.4% |
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