-33.6%
APP vs VIVK
-98.3%
+64.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -12.3% | +14.5% | +2.1% |
| 7D | +0.9% | -1.4% | +2.3% | +0.9% |
| 30D | -23.3% | -43.6% | +20.3% | -23.8% |
| 3M | -42.6% | -95.1% | +52.5% | -42.6% |
| 6M | -33.6% | -98.2% | +64.6% | -33.4% |
| All | -33.6% | -98.3% | +64.7% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 6mo: compounded portfolio wealth divided by compounded VIVK 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…
6mo analysis · Full analysis span regression · 6 months rolling