+95.5%
ADI vs VIK
+225.3%
-129.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +2.0% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | -4.6% | -18.0% | +13.4% | +3.2% |
| 3M | -9.5% | -5.8% | -3.7% | -7.9% |
| 6M | +14.8% | +17.2% | -2.3% | +4.9% |
| YTD | +35.8% | +19.1% | +16.7% | +22.2% |
| 1Y | +48.9% | +33.6% | +15.3% | +26.2% |
| All | +95.5% | +225.3% | -129.9% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling