+18.5%
AMT vs VIK
+243.7%
-225.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +1.0% |
| 7D | +1.5% | +2.7% | -1.2% | +1.6% |
| 30D | +6.8% | +8.8% | -2.0% | +7.1% |
| 3M | +11.2% | -15.3% | +26.5% | +10.7% |
| 6M | +12.5% | +9.4% | +3.1% | +12.5% |
| YTD | +12.5% | +25.9% | -13.4% | +13.1% |
| 1Y | +10.1% | +51.0% | -40.9% | +11.5% |
| All | +18.5% | +243.7% | -225.2% | +20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling