+19.8%
AR vs VIK
+225.3%
-205.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.6% |
| 7D | -1.2% | -0.8% | -0.4% | -1.1% |
| 30D | +5.5% | -18.0% | +23.6% | +8.3% |
| 3M | +12.9% | -5.8% | +18.7% | +13.0% |
| 6M | +0.1% | +17.2% | -17.1% | -5.5% |
| YTD | +13.5% | +19.1% | -5.6% | +5.6% |
| 1Y | +21.6% | +33.6% | -12.1% | +8.0% |
| All | +19.8% | +225.3% | -205.5% | -24.5% |
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