+65.8%
ALNY vs VIK
+225.1%
-159.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.3% |
| 7D | -6.5% | -0.9% | -5.6% | -6.4% |
| 30D | +11.0% | -18.4% | +29.5% | +14.6% |
| 3M | -14.1% | -8.8% | -5.3% | -13.2% |
| 6M | -22.4% | +17.1% | -39.5% | -25.6% |
| YTD | -37.5% | +19.0% | -56.5% | -40.3% |
| 1Y | -46.9% | +30.1% | -77.1% | -50.2% |
| All | +65.8% | +225.1% | -159.3% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling