-100.0%
VIVK vs AME
+29.6%
-129.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.3% | -10.6% | -7.8% |
| 7D | -4.4% | +1.7% | -6.1% | -4.5% |
| 30D | -40.8% | -6.4% | -34.4% | -40.3% |
| 3M | -94.1% | +7.1% | -101.2% | -94.3% |
| 6M | -98.2% | +8.2% | -106.4% | -98.3% |
| YTD | -98.0% | +18.2% | -116.2% | -98.2% |
| 1Y | -100.0% | +26.7% | -126.7% | -100.0% |
| All | -100.0% | +29.6% | -129.6% | -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