-91.7%
AMIX vs VIK
+51.6%
-143.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +2.3% | -22.3% | -20.2% |
| 7D | -8.1% | -1.2% | -6.9% | -7.9% |
| 30D | -52.3% | +11.5% | -63.8% | -52.9% |
| 3M | -83.8% | -11.3% | -72.5% | -83.5% |
| 6M | -79.0% | +11.3% | -90.3% | -78.3% |
| YTD | -87.2% | +26.1% | -113.3% | -85.8% |
| 1Y | -91.7% | +50.0% | -141.7% | -84.0% |
| All | -91.7% | +51.6% | -143.3% | -84.0% |
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