+25.4%
AAPL vs VIVK
-98.0%
+123.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +3.5% |
| 7D | -0.5% | -9.5% | +9.0% | -0.5% |
| 30D | +7.1% | -35.1% | +42.2% | +7.2% |
| 3M | +12.1% | -93.4% | +105.5% | +12.3% |
| 6M | +25.4% | -98.0% | +123.4% | +23.3% |
| All | +25.4% | -98.0% | +123.4% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 6mo: compounded portfolio wealth divided by compounded VIVK 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…
6mo analysis · Full analysis span regression · 6 months rolling