+244.3%
VIK vs ALLE
+62.3%
+182.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.7% |
| 7D | +2.7% | +3.6% | -0.8% | +1.1% |
| 30D | +8.8% | +25.9% | -17.1% | -2.3% |
| 3M | -15.3% | +15.8% | -31.1% | -20.8% |
| 6M | +9.4% | +48.1% | -38.7% | -10.8% |
| YTD | +25.9% | +22.0% | +3.9% | +11.9% |
| 1Y | +51.0% | +18.0% | +33.0% | +36.9% |
| All | +244.3% | +62.3% | +182.0% | +154.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling