-9.0%
AUR vs VIK
+55.4%
-64.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.2% | -10.7% | -7.4% |
| 7D | -19.8% | +5.4% | -25.2% | -22.3% |
| 30D | -29.0% | +12.5% | -41.6% | -33.5% |
| 3M | -43.6% | -15.2% | -28.4% | -39.3% |
| 6M | -36.6% | +15.4% | -52.0% | -42.5% |
| YTD | +6.3% | +27.7% | -21.4% | -10.5% |
| 1Y | -9.0% | +59.7% | -68.8% | -31.2% |
| All | -9.0% | +55.4% | -64.5% | -31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling