+107.2%
APA vs VIK
+55.4%
+51.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.2% | -13.1% | -4.5% |
| 7D | -13.0% | +5.4% | -18.4% | -11.0% |
| 30D | +2.0% | +12.5% | -10.5% | +7.0% |
| 3M | +24.9% | -15.2% | +40.1% | +17.9% |
| 6M | +7.2% | +15.4% | -8.2% | +14.7% |
| YTD | +87.1% | +27.7% | +59.4% | +105.4% |
| 1Y | +107.2% | +59.7% | +47.4% | +137.7% |
| All | +107.2% | +55.4% | +51.7% | +137.7% |
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