+71.0%
VIK vs AMRZ
-20.1%
+91.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -0.9% | -7.5% | +6.6% | +2.3% |
| 30D | -18.4% | -12.4% | -6.0% | -13.9% |
| 3M | -8.8% | -22.4% | +13.6% | +0.6% |
| 6M | +17.1% | -29.5% | +46.7% | +34.2% |
| YTD | +19.0% | -24.1% | +43.2% | +32.5% |
| 1Y | +30.1% | -26.3% | +56.4% | +44.4% |
| All | +71.0% | -20.1% | +91.2% | +86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling