+100.3%
AMAT vs VIK
+239.9%
-139.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.9% |
| 7D | +19.3% | +3.2% | +16.2% | +17.5% |
| 30D | -17.9% | +8.2% | -26.1% | -20.9% |
| 3M | -30.4% | -14.7% | -15.7% | -24.7% |
| 6M | -11.4% | +10.3% | -21.7% | -15.5% |
| YTD | +48.8% | +24.5% | +24.3% | +32.2% |
| 1Y | +66.0% | +45.7% | +20.3% | +36.2% |
| All | +100.3% | +239.9% | -139.6% | +11.4% |
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