+3.2%
AU vs VIK
+26.9%
-23.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.1% | +2.3% |
| 7D | +0.6% | -0.8% | +1.5% | +0.9% |
| 30D | +12.3% | -18.0% | +30.3% | +23.1% |
| 3M | +29.4% | -5.8% | +35.2% | +27.6% |
| 6M | +3.2% | +17.2% | -13.9% | -13.7% |
| All | +3.2% | +26.9% | -23.6% | -13.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling