+59.7%
VIK vs AMBA
-25.6%
+85.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.7% | +8.0% | +6.4% |
| 7D | +5.4% | -8.1% | +13.5% | +6.4% |
| 30D | +12.5% | -10.8% | +23.3% | +13.9% |
| 3M | -15.2% | -25.9% | +10.7% | -12.2% |
| 6M | +15.4% | -13.9% | +29.2% | +12.1% |
| YTD | +27.7% | -14.0% | +41.7% | +19.4% |
| 1Y | +59.7% | -25.7% | +85.4% | +53.3% |
| All | +59.7% | -25.6% | +85.3% | +53.3% |
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