+74.9%
AMAT vs VIK
+234.5%
-159.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.4% |
| 7D | -14.7% | 0.0% | -14.7% | -14.6% |
| 30D | -36.1% | +7.7% | -43.8% | -38.3% |
| 3M | -36.9% | -17.6% | -19.2% | -30.5% |
| 6M | -22.2% | +1.7% | -23.9% | -22.8% |
| YTD | +29.9% | +22.5% | +7.4% | +16.4% |
| 1Y | +43.3% | +52.6% | -9.4% | +14.8% |
| All | +74.9% | +234.5% | -159.6% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling