+19.2%
AR vs VIK
+31.2%
-12.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | -0.1% |
| 7D | -1.3% | -1.8% | +0.5% | -1.6% |
| 30D | +3.5% | -17.3% | +20.8% | 0.0% |
| 3M | +9.9% | -5.1% | +15.0% | +9.1% |
| 6M | +4.5% | +16.2% | -11.7% | +7.4% |
| YTD | +13.7% | +17.6% | -4.0% | +15.9% |
| 1Y | +19.2% | +33.5% | -14.3% | +17.3% |
| All | +19.2% | +31.2% | -12.0% | +17.3% |
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 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