+15.9%
AJG vs VIK
+55.4%
-39.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.2% | -0.7% | +5.4% |
| 7D | +10.7% | +5.4% | +5.3% | +10.6% |
| 30D | +26.9% | +12.5% | +14.4% | +26.8% |
| 3M | +16.6% | -15.2% | +31.8% | +15.8% |
| 6M | +40.1% | +15.4% | +24.8% | +39.0% |
| YTD | +12.4% | +27.7% | -15.2% | +10.6% |
| 1Y | +15.9% | +59.7% | -43.8% | +13.7% |
| All | +15.9% | +55.4% | -39.5% | +13.7% |
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 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