-37.8%
ACN vs VIK
+221.3%
-259.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.4% |
| 7D | -7.9% | -1.8% | -6.0% | -7.6% |
| 30D | -1.1% | -17.3% | +16.2% | +1.9% |
| 3M | +5.6% | -5.1% | +10.7% | +5.3% |
| 6M | -9.9% | +16.2% | -26.1% | -14.8% |
| YTD | -32.3% | +17.6% | -50.0% | -36.3% |
| 1Y | -25.3% | +33.5% | -58.8% | -31.9% |
| All | -37.8% | +221.3% | -259.1% | -48.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling