+88.9%
AMD vs VIK
+54.3%
+34.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.5% | +9.5% | +10.3% |
| 7D | -11.0% | 0.0% | -11.1% | -10.5% |
| 30D | -30.5% | +7.7% | -38.1% | -32.1% |
| 3M | -8.2% | -17.6% | +9.4% | -0.4% |
| 6M | +6.6% | +1.7% | +4.9% | +5.5% |
| YTD | +109.7% | +22.5% | +87.2% | +92.3% |
| 1Y | +88.9% | +52.6% | +36.3% | +77.6% |
| All | +88.9% | +54.3% | +34.6% | +77.6% |
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