+24.2%
ADM vs VIK
+45.7%
-21.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | 0.0% |
| 7D | +0.7% | +3.2% | -2.4% | +0.8% |
| 30D | -14.7% | +8.2% | -22.9% | -14.3% |
| 3M | -10.4% | -14.7% | +4.3% | -11.1% |
| 6M | -10.9% | +10.3% | -21.2% | -10.7% |
| YTD | +26.0% | +24.5% | +1.5% | +25.2% |
| All | +24.2% | +45.7% | -21.5% | +22.6% |
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