+52.7%
AMGN vs VIK
+236.8%
-184.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +2.6% | -12.7% | -10.5% |
| 7D | -10.3% | +3.6% | -13.8% | -10.8% |
| 30D | -3.8% | -16.7% | +13.0% | -1.2% |
| 3M | +14.4% | -1.1% | +15.5% | +14.1% |
| 6M | +7.8% | +27.8% | -20.0% | +2.8% |
| YTD | +22.6% | +23.3% | -0.8% | +17.3% |
| 1Y | +44.2% | +38.2% | +6.0% | +35.6% |
| All | +52.7% | +236.8% | -184.1% | +5.2% |
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