+240.5%
VIK vs AMBA
+35.1%
+205.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.8% |
| 7D | +3.2% | +10.7% | -7.5% | +0.9% |
| 30D | +8.2% | -5.0% | +13.2% | +9.1% |
| 3M | -14.7% | -26.9% | +12.2% | -9.4% |
| 6M | +10.3% | -21.9% | +32.2% | +10.8% |
| YTD | +24.5% | -13.8% | +38.3% | +19.4% |
| 1Y | +45.7% | -36.1% | +81.8% | +51.2% |
| All | +240.5% | +35.1% | +205.4% | +157.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling