+179.1%
APH vs VIK
+236.8%
-57.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.9% | -2.3% |
| 7D | +0.2% | +3.6% | -3.4% | -1.2% |
| 30D | -3.3% | -16.7% | +13.4% | +3.5% |
| 3M | +14.0% | -1.1% | +15.1% | +14.0% |
| 6M | +24.4% | +27.8% | -3.4% | +11.5% |
| YTD | +21.4% | +23.3% | -1.9% | +9.8% |
| 1Y | +48.9% | +38.2% | +10.8% | +28.2% |
| All | +179.1% | +236.8% | -57.7% | +86.2% |
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