-43.0%
APP vs VIK
+39.1%
-82.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.6% | -5.3% | -3.7% |
| 7D | +0.1% | +3.6% | -3.5% | -1.3% |
| 30D | -10.0% | -16.7% | +6.7% | -3.4% |
| 3M | -44.6% | -1.1% | -43.6% | -44.7% |
| 6M | -37.9% | +27.8% | -65.7% | -45.4% |
| YTD | -53.7% | +23.3% | -77.0% | -58.1% |
| 1Y | -43.0% | +38.2% | -81.2% | -50.1% |
| All | -43.0% | +39.1% | -82.1% | -50.1% |
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