+18.9%
AWK vs VIK
+221.3%
-202.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.4% |
| 7D | -0.7% | -1.8% | +1.1% | -0.9% |
| 30D | +2.8% | -17.3% | +20.1% | +1.6% |
| 3M | +11.3% | -5.1% | +16.4% | +11.0% |
| 6M | +6.7% | +16.2% | -9.5% | +8.1% |
| YTD | +9.4% | +17.6% | -8.3% | +10.9% |
| 1Y | +3.7% | +33.5% | -29.8% | +6.1% |
| All | +18.9% | +221.3% | -202.4% | +16.5% |
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