-37.6%
AVTR vs VIK
+236.8%
-274.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.8% | +1.2% |
| 7D | +7.4% | +3.6% | +3.8% | +6.4% |
| 30D | +12.2% | -16.7% | +29.0% | +17.6% |
| 3M | +57.4% | -1.1% | +58.5% | +56.5% |
| 6M | +86.7% | +27.8% | +58.8% | +71.1% |
| YTD | +33.1% | +23.3% | +9.7% | +23.2% |
| 1Y | +16.1% | +38.2% | -22.0% | +3.9% |
| All | -37.6% | +236.8% | -274.4% | -54.6% |
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