+164.6%
ARM vs VIK
+228.1%
-63.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.7% |
| 7D | +5.5% | -3.0% | +8.5% | +7.6% |
| 30D | -8.2% | -20.7% | +12.5% | +6.3% |
| 3M | -35.9% | -4.6% | -31.3% | -34.3% |
| 6M | +103.1% | +14.0% | +89.1% | +84.6% |
| YTD | +130.6% | +20.2% | +110.5% | +101.4% |
| 1Y | +86.1% | +36.0% | +50.1% | +47.6% |
| All | +164.6% | +228.1% | -63.6% | +28.1% |
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