+36.0%
VIK vs IAG
+119.5%
-83.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.6% |
| 7D | -3.0% | -0.5% | -2.5% | -3.0% |
| 30D | -20.7% | +28.9% | -49.6% | -23.8% |
| 3M | -4.6% | +19.1% | -23.8% | -7.8% |
| 6M | +14.0% | -10.3% | +24.2% | +12.2% |
| YTD | +20.2% | +24.2% | -4.0% | +14.2% |
| 1Y | +36.0% | +116.5% | -80.5% | +21.4% |
| All | +36.0% | +119.5% | -83.5% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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