+35.8%
AMC vs VIK
+47.2%
-11.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.8% |
| 7D | +8.4% | +3.2% | +5.3% | +7.0% |
| 30D | +9.2% | +8.2% | +1.0% | +6.3% |
| 3M | +32.0% | -14.7% | +46.7% | +40.5% |
| 6M | +149.3% | +10.3% | +139.0% | +134.4% |
| YTD | +114.1% | +24.5% | +89.6% | +95.3% |
| 1Y | +35.8% | +45.7% | -10.0% | +15.2% |
| All | +35.8% | +47.2% | -11.4% | +15.2% |
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