+37.8%
AME vs VIK
+225.3%
-187.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | +0.4% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | -6.6% | -18.0% | +11.5% | -1.3% |
| 3M | +3.0% | -5.8% | +8.8% | +4.4% |
| 6M | +5.3% | +17.2% | -11.9% | -0.4% |
| YTD | +15.4% | +19.1% | -3.7% | +8.2% |
| 1Y | +26.8% | +33.6% | -6.8% | +14.7% |
| All | +37.8% | +225.3% | -187.5% | +5.5% |
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