+41.2%
AXP vs VIK
+239.9%
-198.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.1% |
| 7D | -2.1% | +3.2% | -5.3% | -3.3% |
| 30D | +2.7% | +8.2% | -5.5% | -0.5% |
| 3M | -7.3% | -14.7% | +7.4% | -2.2% |
| 6M | +1.8% | +10.3% | -8.5% | -3.4% |
| YTD | -13.1% | +24.5% | -37.5% | -22.7% |
| 1Y | -13.7% | +45.7% | -59.4% | -28.6% |
| All | +41.2% | +239.9% | -198.6% | -8.1% |
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