-99.7%
AMIX vs VIK
+228.1%
-327.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -13.7% | -3.0% | -10.7% | -12.9% |
| 30D | -62.1% | -20.7% | -41.3% | -59.6% |
| 3M | -46.2% | -4.6% | -41.5% | -45.4% |
| 6M | -46.4% | +14.0% | -60.4% | -47.9% |
| YTD | -60.3% | +20.2% | -80.4% | -61.8% |
| 1Y | -79.7% | +36.0% | -115.7% | -81.0% |
| All | -99.7% | +228.1% | -327.8% | -99.8% |
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