+234.0%
AMD vs VIK
+39.1%
+194.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +4.8% |
| 7D | +10.0% | +3.6% | +6.4% | +8.6% |
| 30D | +4.6% | -16.7% | +21.4% | +11.8% |
| 3M | +3.1% | -1.1% | +4.2% | +3.2% |
| 6M | +162.8% | +27.8% | +135.0% | +142.2% |
| YTD | +136.2% | +23.3% | +112.8% | +119.2% |
| 1Y | +234.0% | +38.2% | +195.8% | +205.6% |
| All | +234.0% | +39.1% | +194.9% | +205.6% |
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