+14.5%
AMC vs VIK
+233.3%
-218.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.4% | +8.6% | +8.4% |
| 7D | +6.6% | +0.1% | +6.5% | +6.8% |
| 30D | +14.1% | +6.8% | +7.3% | +12.1% |
| 3M | +31.3% | -17.6% | +48.9% | +39.6% |
| 6M | +126.7% | +5.4% | +121.2% | +121.3% |
| YTD | +117.9% | +22.1% | +95.9% | +104.0% |
| 1Y | +41.1% | +49.3% | -8.2% | +24.6% |
| All | +14.5% | +233.3% | -218.9% | +7.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling