+88.6%
AG vs VIK
+34.6%
+54.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -3.3% |
| 7D | -6.7% | -0.9% | -5.8% | -6.5% |
| 30D | +2.2% | -18.4% | +20.6% | +9.3% |
| 3M | +15.7% | -8.8% | +24.5% | +17.5% |
| 6M | -23.8% | +17.1% | -40.9% | -30.7% |
| YTD | +17.6% | +19.0% | -1.4% | +6.6% |
| 1Y | +88.6% | +30.1% | +58.5% | +66.5% |
| All | +88.6% | +34.6% | +54.1% | +66.5% |
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