+9.9%
ALB vs VIK
+225.3%
-215.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.6% |
| 7D | -8.6% | -0.8% | -7.8% | -8.3% |
| 30D | -4.0% | -18.0% | +14.0% | +2.4% |
| 3M | -17.4% | -5.8% | -11.6% | -16.8% |
| 6M | -25.4% | +17.2% | -42.5% | -32.4% |
| YTD | -10.5% | +19.1% | -29.7% | -20.1% |
| 1Y | +75.8% | +33.6% | +42.2% | +48.0% |
| All | +9.9% | +225.3% | -215.4% | -39.6% |
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 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