+17.0%
AR vs VIK
+244.4%
-227.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.7% | +1.3% |
| 7D | +2.1% | -1.2% | +3.3% | +2.2% |
| 30D | +4.5% | +11.5% | -7.0% | +3.0% |
| 3M | +1.0% | -11.3% | +12.3% | +2.4% |
| 6M | +4.4% | +11.3% | -6.9% | +1.3% |
| YTD | +10.9% | +26.1% | -15.2% | +2.3% |
| 1Y | +8.6% | +50.0% | -41.4% | -6.1% |
| All | +17.0% | +244.4% | -227.4% | -26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling