+64.5%
RBRK vs VIK
+60.2%
+4.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.2% | -4.1% | +0.9% |
| 7D | -12.5% | +5.4% | -17.9% | -13.4% |
| 30D | -3.0% | +12.5% | -15.5% | -5.3% |
| 3M | +46.9% | -15.2% | +62.1% | +50.7% |
| 6M | +105.4% | +15.4% | +90.0% | +99.8% |
| YTD | +55.6% | +27.7% | +27.9% | +46.6% |
| All | +64.5% | +60.2% | +4.2% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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