+171.1%
APH vs VIK
+244.4%
-73.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -1.7% |
| 7D | +0.4% | -1.2% | +1.6% | +1.0% |
| 30D | -8.0% | +11.5% | -19.5% | -11.9% |
| 3M | -5.0% | -11.3% | +6.3% | -1.1% |
| 6M | +29.9% | +11.3% | +18.6% | +23.3% |
| YTD | +18.0% | +26.1% | -8.2% | +5.4% |
| 1Y | +11.3% | +50.0% | -38.6% | -7.3% |
| All | +171.1% | +244.4% | -73.3% | +78.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling