-39.1%
AVTR vs VIK
+221.3%
-260.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | -2.0% | -1.8% | -0.2% | -1.5% |
| 30D | +8.1% | -17.3% | +25.3% | +13.4% |
| 3M | +54.2% | -5.1% | +59.2% | +55.0% |
| 6M | +82.6% | +16.2% | +66.4% | +72.0% |
| YTD | +29.8% | +17.6% | +12.2% | +21.8% |
| 1Y | +18.0% | +33.5% | -15.5% | +6.6% |
| All | -39.1% | +221.3% | -260.3% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling