+387.8%
AU vs VIK
+225.1%
+162.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.2% |
| 7D | -4.3% | -0.9% | -3.3% | -4.1% |
| 30D | +7.3% | -18.4% | +25.7% | +12.4% |
| 3M | +26.3% | -8.8% | +35.1% | +28.2% |
| 6M | +1.8% | +17.1% | -15.4% | -2.7% |
| YTD | +26.8% | +19.0% | +7.8% | +20.8% |
| 1Y | +66.7% | +30.1% | +36.5% | +55.9% |
| All | +387.8% | +225.1% | +162.7% | +267.5% |
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 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