+98.4%
AAPL vs VIK
+225.1%
-126.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.4% |
| 7D | +3.8% | -0.9% | +4.8% | +4.0% |
| 30D | +9.9% | -18.4% | +28.3% | +15.7% |
| 3M | +12.5% | -8.8% | +21.3% | +14.4% |
| 6M | +27.6% | +17.1% | +10.5% | +19.1% |
| YTD | +22.6% | +19.0% | +3.5% | +13.3% |
| 1Y | +45.0% | +30.1% | +14.8% | +29.5% |
| All | +98.4% | +225.1% | -126.7% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling