+155.0%
APH vs VIK
+234.5%
-79.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.5% | +2.6% | +3.5% |
| 7D | -5.9% | 0.0% | -6.0% | -6.0% |
| 30D | -14.8% | +7.7% | -22.5% | -17.3% |
| 3M | -12.4% | -17.6% | +5.2% | -6.1% |
| 6M | +8.1% | +1.7% | +6.4% | +6.4% |
| YTD | +10.9% | +22.5% | -11.6% | +0.3% |
| 1Y | +8.8% | +52.6% | -43.9% | -10.0% |
| All | +155.0% | +234.5% | -79.5% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling