+36.0%
VIK vs ARWR
+208.4%
-172.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | -3.0% | +1.7% | -4.7% | -3.3% |
| 30D | -20.7% | -0.7% | -20.1% | -20.7% |
| 3M | -4.6% | +14.9% | -19.5% | -7.7% |
| 6M | +14.0% | +32.6% | -18.6% | +6.5% |
| YTD | +20.2% | +30.0% | -9.9% | +12.4% |
| 1Y | +36.0% | +208.4% | -172.3% | +20.8% |
| All | +36.0% | +208.4% | -172.3% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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