+48.5%
AMZN vs VIVK
-100.0%
+148.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.4% | +9.3% | +2.0% |
| 7D | -0.7% | -4.4% | +3.7% | -0.7% |
| 30D | -3.9% | -40.8% | +36.9% | -3.8% |
| 3M | +6.3% | -94.1% | +100.5% | +7.3% |
| 6M | +20.8% | -98.2% | +118.9% | +22.1% |
| YTD | +11.2% | -98.0% | +109.3% | +12.0% |
| 1Y | +11.7% | -100.0% | +111.6% | +16.5% |
| 3Y | +79.4% | -100.0% | +179.4% | +86.0% |
| All | +48.5% | -100.0% | +148.5% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 5y: compounded portfolio wealth divided by compounded VIVK 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…
5y analysis · Full analysis span regression · 6 months rolling