+7.5%
AMT vs VIK
+236.8%
-229.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | 0.0% |
| 7D | -0.2% | +3.6% | -3.8% | -0.1% |
| 30D | +1.8% | -16.7% | +18.6% | +1.4% |
| 3M | -6.2% | -1.1% | -5.1% | -6.3% |
| 6M | -5.0% | +27.8% | -32.8% | -4.4% |
| YTD | +2.1% | +23.3% | -21.3% | +2.5% |
| 1Y | -5.7% | +38.2% | -43.9% | -4.9% |
| All | +7.5% | +236.8% | -229.4% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling