+188.9%
AMAT vs VIK
+37.7%
+151.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | -1.5% | -3.0% | +1.5% | +0.1% |
| 30D | -14.8% | -20.7% | +5.9% | -4.0% |
| 3M | -9.3% | -4.6% | -4.6% | -5.9% |
| 6M | +27.4% | +14.0% | +13.4% | +19.9% |
| YTD | +77.6% | +20.2% | +57.4% | +63.8% |
| 1Y | +188.9% | +36.0% | +152.9% | +153.5% |
| All | +188.9% | +37.7% | +151.2% | +153.5% |
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