+240.5%
VIK vs ARMK
+76.2%
+164.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +3.2% | +7.1% | -4.0% | -1.1% |
| 30D | +8.2% | -1.6% | +9.8% | +8.8% |
| 3M | -14.7% | -10.5% | -4.2% | -9.3% |
| 6M | +10.3% | +11.8% | -1.5% | +1.4% |
| YTD | +24.5% | +47.3% | -22.8% | -4.3% |
| 1Y | +45.7% | +41.5% | +4.3% | +14.9% |
| All | +240.5% | +76.2% | +164.3% | +138.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling