+59.7%
VIK vs AHR
+26.3%
+33.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +5.6% |
| 7D | +5.4% | +9.5% | -4.1% | +3.5% |
| 30D | +12.5% | +11.7% | +0.8% | +10.0% |
| 3M | -15.2% | +4.0% | -19.2% | -16.0% |
| 6M | +15.4% | +13.5% | +1.8% | +11.5% |
| YTD | +27.7% | +21.6% | +6.1% | +23.0% |
| 1Y | +59.7% | +25.1% | +34.6% | +56.0% |
| All | +59.7% | +26.3% | +33.4% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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