+5.7%
AS vs VIK
+49.5%
-43.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -2.3% |
| 7D | +4.5% | +2.6% | +1.9% | +3.1% |
| 30D | +13.2% | +7.9% | +5.3% | +9.0% |
| 3M | -11.9% | -15.2% | +3.2% | -5.3% |
| 6M | -11.6% | +6.5% | -18.1% | -17.0% |
| YTD | -14.7% | +23.3% | -38.0% | -26.3% |
| 1Y | +5.7% | +47.7% | -42.0% | -14.0% |
| All | +5.7% | +49.5% | -43.8% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling