+124.4%
AUR vs VIK
+225.1%
-100.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.8% |
| 7D | +1.4% | -0.9% | +2.4% | +2.0% |
| 30D | -6.4% | -18.4% | +12.0% | +6.9% |
| 3M | +7.7% | -8.8% | +16.5% | +13.7% |
| 6M | +44.5% | +17.1% | +27.4% | +25.0% |
| YTD | +67.4% | +19.0% | +48.4% | +41.7% |
| 1Y | +15.4% | +30.1% | -14.7% | -9.7% |
| All | +124.4% | +225.1% | -100.7% | -11.1% |
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