-100.0%
VIVK vs AME
+29.8%
-129.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.5% | -13.8% | -12.5% |
| 7D | -1.4% | +0.6% | -2.0% | -1.5% |
| 30D | -43.6% | -6.7% | -36.9% | -43.1% |
| 3M | -95.1% | +4.1% | -99.2% | -95.2% |
| 6M | -98.2% | +1.6% | -99.8% | -98.2% |
| YTD | -97.9% | +16.1% | -114.1% | -98.1% |
| 1Y | -100.0% | +27.3% | -127.3% | -100.0% |
| All | -100.0% | +29.8% | -129.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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