+95.0%
AAPL vs VIK
+221.3%
-126.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.9% |
| 7D | -0.5% | -1.8% | +1.3% | -0.1% |
| 30D | +7.1% | -17.3% | +24.4% | +12.2% |
| 3M | +12.1% | -5.1% | +17.1% | +12.6% |
| 6M | +25.4% | +16.2% | +9.2% | +17.3% |
| YTD | +20.5% | +17.6% | +2.8% | +11.7% |
| 1Y | +44.5% | +33.5% | +11.0% | +27.7% |
| All | +95.0% | +221.3% | -126.3% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling