-44.4%
APTV vs VIK
+243.7%
-288.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -1.7% | +2.7% | -4.5% | -2.7% |
| 30D | -11.6% | +8.8% | -20.4% | -14.2% |
| 3M | -21.2% | -15.3% | -5.9% | -16.8% |
| 6M | -28.5% | +9.4% | -37.9% | -31.7% |
| YTD | -49.1% | +25.9% | -74.9% | -54.4% |
| 1Y | -52.2% | +51.0% | -103.2% | -60.2% |
| All | -44.4% | +243.7% | -288.1% | -69.7% |
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