+234.0%
VIK vs AMBA
+36.4%
+197.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.6% | -1.5% |
| 7D | +0.1% | 0.0% | +0.2% | 0.0% |
| 30D | +6.8% | -8.6% | +15.4% | +8.6% |
| 3M | -17.6% | -29.0% | +11.4% | -11.9% |
| 6M | +5.4% | -19.2% | +24.7% | +4.9% |
| YTD | +22.1% | -13.0% | +35.1% | +16.9% |
| 1Y | +49.3% | -31.3% | +80.5% | +51.7% |
| All | +234.0% | +36.4% | +197.6% | +151.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling