+461.0%
APP vs VIK
+234.5%
+226.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.5% | +8.3% | +9.0% |
| 7D | +71.2% | 0.0% | +71.2% | +69.6% |
| 30D | +39.1% | +7.7% | +31.4% | +31.6% |
| 3M | +16.5% | -17.6% | +34.2% | +29.3% |
| 6M | -16.6% | +1.7% | -18.2% | -19.5% |
| YTD | -41.9% | +22.5% | -64.4% | -51.8% |
| 1Y | -37.0% | +52.6% | -89.7% | -56.0% |
| All | +461.0% | +234.5% | +226.4% | +156.6% |
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