-0.2%
AZN vs VIK
+34.6%
-34.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | -1.6% | -0.9% | -0.6% | -1.4% |
| 30D | +1.1% | -18.4% | +19.5% | +3.8% |
| 3M | -12.1% | -8.8% | -3.4% | -11.5% |
| 6M | -17.1% | +17.1% | -34.3% | -20.0% |
| YTD | -12.0% | +19.0% | -31.0% | -15.5% |
| 1Y | -0.2% | +30.1% | -30.4% | -6.7% |
| All | -0.2% | +34.6% | -34.8% | -6.7% |
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