+56.6%
APA vs VIK
+236.8%
-180.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.5% |
| 7D | -1.7% | +3.6% | -5.3% | -2.1% |
| 30D | +15.7% | -16.7% | +32.5% | +18.0% |
| 3M | +16.5% | -1.1% | +17.5% | +15.4% |
| 6M | +35.1% | +27.8% | +7.3% | +23.6% |
| YTD | +82.2% | +23.3% | +58.9% | +67.0% |
| 1Y | +102.5% | +38.2% | +64.3% | +76.0% |
| All | +56.6% | +236.8% | -180.2% | +0.9% |
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