+245.1%
VIK vs ARWR
+117.3%
+127.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.5% | +2.1% |
| 7D | -1.2% | -19.9% | +18.7% | +2.6% |
| 30D | +11.5% | -18.7% | +30.2% | +15.5% |
| 3M | -11.3% | -44.7% | +33.4% | -2.0% |
| 6M | +11.3% | -36.5% | +47.8% | +19.1% |
| YTD | +26.1% | -25.7% | +51.8% | +30.4% |
| 1Y | +50.0% | +18.9% | +31.0% | +42.2% |
| All | +245.1% | +117.3% | +127.8% | +170.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling