+11.7%
AMZN vs VIK
+34.6%
-22.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.8% | +1.7% |
| 7D | -0.7% | -0.9% | +0.3% | -0.5% |
| 30D | -3.9% | -18.4% | +14.5% | -0.4% |
| 3M | +6.3% | -8.8% | +15.1% | +7.5% |
| 6M | +20.8% | +17.1% | +3.6% | +15.3% |
| YTD | +11.2% | +19.0% | -7.8% | +6.3% |
| 1Y | +11.7% | +30.1% | -18.5% | +5.1% |
| All | +11.7% | +34.6% | -22.9% | +5.1% |
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 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