-55.4%
APP vs VIK
+55.4%
-110.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.2% | +4.5% | +8.0% |
| 7D | +4.5% | +5.4% | -0.9% | +2.3% |
| 30D | -3.6% | +12.5% | -16.1% | -8.2% |
| 3M | -35.3% | -15.2% | -20.0% | -30.8% |
| 6M | -42.8% | +15.4% | -58.2% | -46.6% |
| YTD | -59.7% | +27.7% | -87.3% | -64.3% |
| 1Y | -55.4% | +59.7% | -115.1% | -60.4% |
| All | -55.4% | +55.4% | -110.8% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling