+36.0%
VIK vs AMRZ
-14.5%
+50.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -3.0% | -1.9% | -1.1% | -2.2% |
| 30D | -20.7% | -16.9% | -3.8% | -13.8% |
| 3M | -4.6% | -19.2% | +14.5% | +4.4% |
| 6M | +14.0% | -29.3% | +43.3% | +31.4% |
| YTD | +20.2% | -18.0% | +38.1% | +29.6% |
| 1Y | +36.0% | -15.1% | +51.1% | +43.2% |
| All | +36.0% | -14.5% | +50.5% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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