+104.1%
AG vs VIK
+243.7%
-139.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.8% |
| 7D | -10.0% | +2.7% | -12.7% | -10.9% |
| 30D | -10.5% | +8.8% | -19.3% | -13.0% |
| 3M | -27.3% | -15.3% | -12.0% | -23.4% |
| 6M | -43.0% | +9.4% | -52.4% | -45.8% |
| YTD | -17.9% | +25.9% | -43.8% | -26.5% |
| 1Y | +11.9% | +51.0% | -39.1% | -6.4% |
| All | +104.1% | +243.7% | -139.6% | +22.3% |
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