+407.0%
AU vs VIK
+225.3%
+181.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.1% | +1.5% |
| 7D | +0.6% | -0.8% | +1.5% | +0.8% |
| 30D | +12.3% | -18.0% | +30.3% | +17.5% |
| 3M | +29.4% | -5.8% | +35.2% | +30.2% |
| 6M | +3.2% | +17.2% | -13.9% | -1.3% |
| YTD | +31.8% | +19.1% | +12.7% | +25.5% |
| 1Y | +83.4% | +33.6% | +49.8% | +70.9% |
| All | +407.0% | +225.3% | +181.7% | +281.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling