+102.8%
ADI vs VIK
+225.1%
-122.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +4.4% |
| 7D | +4.6% | -0.9% | +5.5% | +4.9% |
| 30D | -1.2% | -18.4% | +17.2% | +7.2% |
| 3M | -7.8% | -8.8% | +1.0% | -4.9% |
| 6M | +19.3% | +17.1% | +2.2% | +9.0% |
| YTD | +40.9% | +19.0% | +21.9% | +26.8% |
| 1Y | +54.5% | +30.1% | +24.4% | +32.7% |
| All | +102.8% | +225.1% | -122.3% | +25.7% |
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