+211.1%
ATI vs VIK
+243.7%
-32.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -4.3% |
| 7D | +4.2% | +2.7% | +1.4% | +2.8% |
| 30D | -2.5% | +8.8% | -11.3% | -6.4% |
| 3M | -19.4% | -15.3% | -4.1% | -13.2% |
| 6M | +11.1% | +9.4% | +1.7% | +4.9% |
| YTD | +59.5% | +25.9% | +33.7% | +39.2% |
| 1Y | +85.8% | +51.0% | +34.8% | +47.8% |
| All | +211.1% | +243.7% | -32.6% | +79.7% |
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