+33.6%
VIK vs ARMK
+48.9%
-15.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.3% | -2.8% |
| 7D | -0.8% | +0.3% | -1.1% | -1.0% |
| 30D | -18.0% | +2.4% | -20.4% | -19.6% |
| 3M | -5.8% | +6.1% | -11.9% | -9.9% |
| 6M | +17.2% | +41.8% | -24.6% | -6.9% |
| YTD | +19.1% | +55.5% | -36.4% | -10.5% |
| 1Y | +33.6% | +49.6% | -16.0% | +2.5% |
| All | +33.6% | +48.9% | -15.3% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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