+237.5%
VIK vs JAAA
+13.1%
+224.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +3.6% | +0.1% | +3.5% | +2.6% |
| 30D | -16.7% | +0.5% | -17.2% | -20.6% |
| 3M | -1.1% | +1.2% | -2.3% | -12.6% |
| 6M | +27.8% | +2.8% | +25.0% | -3.8% |
| YTD | +23.3% | +3.2% | +20.2% | -9.9% |
| 1Y | +38.2% | +4.8% | +33.3% | -13.7% |
| All | +237.5% | +13.1% | +224.3% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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