-10.8%
AMC vs VIK
+228.1%
-238.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.1% | +4.2% |
| 7D | +2.3% | -3.0% | +5.4% | +3.3% |
| 30D | -0.7% | -20.7% | +20.0% | +6.7% |
| 3M | +35.2% | -4.6% | +39.8% | +36.2% |
| 6M | +124.6% | +14.0% | +110.6% | +114.4% |
| YTD | +69.9% | +20.2% | +49.7% | +59.5% |
| 1Y | -2.6% | +36.0% | -38.6% | -11.9% |
| All | -10.8% | +228.1% | -238.9% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling