-32.7%
APP vs VIK
+47.2%
-79.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.3% |
| 7D | +10.6% | +3.2% | +7.4% | +9.5% |
| 30D | +44.6% | +8.2% | +36.4% | +39.0% |
| 3M | +29.6% | -14.7% | +44.3% | +36.7% |
| 6M | -19.8% | +10.3% | -30.0% | -23.9% |
| YTD | -41.6% | +24.5% | -66.0% | -48.0% |
| 1Y | -32.7% | +45.7% | -78.4% | -39.8% |
| All | -32.7% | +47.2% | -79.9% | -39.8% |
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