+29.9%
AAPL vs VIK
+55.4%
-25.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.2% | -0.9% | +4.4% |
| 7D | +1.7% | +5.4% | -3.7% | +0.9% |
| 30D | +5.0% | +12.5% | -7.5% | +3.3% |
| 3M | +13.1% | -15.2% | +28.3% | +15.7% |
| 6M | +26.5% | +15.4% | +11.1% | +21.4% |
| YTD | +28.9% | +27.7% | +1.2% | +20.4% |
| 1Y | +29.9% | +59.7% | -29.8% | +18.5% |
| All | +29.9% | +55.4% | -25.5% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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