+251.0%
ATI vs VIK
+225.3%
+25.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +1.3% |
| 7D | +2.4% | -0.8% | +3.2% | +2.7% |
| 30D | -9.5% | -18.0% | +8.6% | -0.9% |
| 3M | +10.4% | -5.8% | +16.2% | +12.6% |
| 6M | +31.8% | +17.2% | +14.6% | +20.5% |
| YTD | +80.0% | +19.1% | +60.8% | +61.5% |
| 1Y | +175.8% | +33.6% | +142.2% | +132.5% |
| All | +251.0% | +225.3% | +25.6% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling