-100.0%
VIVK vs APD
+5.6%
-105.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.5% |
| 7D | -9.5% | -3.5% | -6.0% | -8.8% |
| 30D | -35.1% | -5.1% | -30.1% | -34.5% |
| 3M | -93.4% | +6.9% | -100.2% | -93.4% |
| 6M | -98.0% | +8.1% | -106.0% | -98.0% |
| YTD | -97.9% | +21.2% | -119.1% | -97.9% |
| 1Y | -100.0% | +4.9% | -104.8% | -99.9% |
| All | -100.0% | +5.6% | -105.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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