+228.8%
VIK vs AMBA
+39.2%
+189.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.4% |
| 7D | -3.0% | -11.0% | +7.9% | -0.5% |
| 30D | -20.7% | -23.2% | +2.4% | -16.1% |
| 3M | -4.6% | -12.7% | +8.1% | -4.6% |
| 6M | +14.0% | +11.2% | +2.8% | +4.0% |
| YTD | +20.2% | -11.2% | +31.4% | +15.5% |
| 1Y | +36.0% | -22.5% | +58.6% | +33.4% |
| All | +228.8% | +39.2% | +189.6% | +148.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling