+182.6%
APH vs VIK
+228.1%
-45.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | -3.0% | +8.0% | +6.2% |
| 30D | -3.9% | -20.7% | +16.9% | +5.0% |
| 3M | +13.0% | -4.6% | +17.6% | +14.6% |
| 6M | +25.2% | +14.0% | +11.2% | +17.1% |
| YTD | +22.9% | +20.2% | +2.8% | +12.4% |
| 1Y | +47.8% | +36.0% | +11.8% | +28.1% |
| All | +182.6% | +228.1% | -45.6% | +90.5% |
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