+6.3%
ARES vs VIK
+221.3%
-215.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.5% | -2.2% |
| 7D | -7.7% | -1.8% | -5.9% | -6.9% |
| 30D | -8.7% | -17.3% | +8.6% | -0.2% |
| 3M | +2.8% | -5.1% | +7.9% | +4.2% |
| 6M | +23.1% | +16.2% | +6.9% | +10.6% |
| YTD | -17.3% | +17.6% | -34.9% | -26.4% |
| 1Y | -24.3% | +33.5% | -57.8% | -37.5% |
| All | +6.3% | +221.3% | -215.0% | -31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling