+6,450.3%
AMZN vs VIVK
-100.0%
+6,550.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.7% | -8.2% | -0.6% |
| 7D | +0.8% | +13.1% | -12.2% | +0.8% |
| 30D | -6.4% | -29.7% | +23.3% | -6.4% |
| 3M | +4.8% | -93.0% | +97.8% | +5.0% |
| 6M | +20.5% | -98.0% | +118.5% | +20.8% |
| YTD | +11.3% | -97.8% | +109.1% | +11.5% |
| 1Y | +9.0% | -100.0% | +108.9% | +9.4% |
| 3Y | +85.9% | -100.0% | +185.9% | +86.6% |
| 5Y | +45.8% | -100.0% | +145.8% | +46.4% |
| 10Y | +555.5% | -100.0% | +655.5% | +555.1% |
| All | +6,450.3% | -100.0% | +6,550.3% | +6,385.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling