-31.8%
AXON vs VIK
+39.1%
-70.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -2.6% |
| 7D | -2.5% | +3.6% | -6.1% | -3.3% |
| 30D | -11.5% | -16.7% | +5.3% | -8.2% |
| 3M | +7.3% | -1.1% | +8.4% | +7.0% |
| 6M | -11.9% | +27.8% | -39.8% | -17.7% |
| YTD | -11.0% | +23.3% | -34.3% | -15.8% |
| 1Y | -31.8% | +38.2% | -69.9% | -36.0% |
| All | -31.8% | +39.1% | -70.9% | -36.0% |
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