+237.5%
VIK vs ARWR
+274.6%
-37.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.1% | +2.9% |
| 7D | +3.6% | +2.9% | +0.7% | +3.0% |
| 30D | -16.7% | -2.9% | -13.8% | -16.4% |
| 3M | -1.1% | +15.2% | -16.3% | -4.3% |
| 6M | +27.8% | +42.3% | -14.5% | +18.7% |
| YTD | +23.3% | +28.2% | -4.9% | +16.3% |
| 1Y | +38.2% | +213.2% | -175.1% | +10.2% |
| All | +237.5% | +274.6% | -37.1% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling