+99.9%
ARM vs VIK
+243.7%
-143.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -5.4% |
| 7D | +9.1% | +2.7% | +6.4% | +7.3% |
| 30D | -19.9% | +8.8% | -28.8% | -24.2% |
| 3M | -31.6% | -15.3% | -16.3% | -24.4% |
| 6M | -13.9% | +9.4% | -23.2% | -19.9% |
| YTD | +74.3% | +25.9% | +48.5% | +47.4% |
| 1Y | +35.8% | +51.0% | -15.2% | +0.7% |
| All | +99.9% | +243.7% | -143.7% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling