-13.8%
AMC vs VIK
+236.8%
-250.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -4.2% |
| 7D | -0.8% | +3.6% | -4.4% | -1.9% |
| 30D | -1.2% | -16.7% | +15.6% | +4.6% |
| 3M | +42.2% | -1.1% | +43.3% | +41.5% |
| 6M | +118.8% | +27.8% | +91.0% | +102.4% |
| YTD | +64.1% | +23.3% | +40.8% | +52.8% |
| 1Y | -9.5% | +38.2% | -47.7% | -18.7% |
| All | -13.8% | +236.8% | -250.6% | -19.3% |
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