-2.4%
AZO vs VIK
+225.1%
-227.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.2% |
| 7D | -3.6% | -0.9% | -2.6% | -3.5% |
| 30D | -5.6% | -18.4% | +12.9% | -4.3% |
| 3M | -6.6% | -8.8% | +2.1% | -6.2% |
| 6M | -22.5% | +17.1% | -39.7% | -23.8% |
| YTD | -15.2% | +19.0% | -34.2% | -17.0% |
| 1Y | -33.9% | +30.1% | -64.1% | -35.8% |
| All | -2.4% | +225.1% | -227.5% | -16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling