+38.2%
VIK vs ALLE
-8.3%
+46.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.9% |
| 7D | +3.6% | +2.8% | +0.8% | +2.4% |
| 30D | -16.7% | -7.6% | -9.1% | -13.9% |
| 3M | -1.1% | +22.8% | -23.8% | -11.4% |
| 6M | +27.8% | +4.6% | +23.2% | +23.1% |
| YTD | +23.3% | -1.2% | +24.6% | +16.1% |
| 1Y | +38.2% | -9.1% | +47.3% | +36.8% |
| All | +38.2% | -8.3% | +46.5% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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