-0.9%
AMCR vs VIK
+225.1%
-226.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.8% |
| 7D | -6.3% | -0.9% | -5.3% | -6.1% |
| 30D | -7.8% | -18.4% | +10.6% | -4.0% |
| 3M | +7.5% | -8.8% | +16.3% | +9.2% |
| 6M | +2.7% | +17.1% | -14.5% | -1.0% |
| YTD | +6.0% | +19.0% | -13.0% | +1.9% |
| 1Y | +7.8% | +30.1% | -22.4% | +2.1% |
| All | -0.9% | +225.1% | -226.0% | -16.4% |
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