+71.2%
VIK vs AMRZ
-19.2%
+90.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -2.4% |
| 7D | -0.8% | -4.7% | +3.8% | +1.1% |
| 30D | -18.0% | -11.3% | -6.8% | -14.0% |
| 3M | -5.8% | -22.1% | +16.3% | +3.7% |
| 6M | +17.2% | -29.6% | +46.8% | +34.1% |
| YTD | +19.1% | -23.3% | +42.4% | +31.9% |
| 1Y | +33.6% | -23.7% | +57.4% | +46.7% |
| All | +71.2% | -19.2% | +90.4% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling