+36.0%
VIK vs AMBA
-20.7%
+56.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.4% |
| 7D | -3.0% | -11.0% | +7.9% | -1.5% |
| 30D | -20.7% | -23.2% | +2.4% | -18.0% |
| 3M | -4.6% | -12.7% | +8.1% | -4.5% |
| 6M | +14.0% | +11.2% | +2.8% | +4.5% |
| YTD | +20.2% | -11.2% | +31.4% | +13.7% |
| 1Y | +36.0% | -22.5% | +58.6% | +30.6% |
| All | +36.0% | -20.7% | +56.7% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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