-23.5%
RCL vs VIK
+33.4%
-56.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | +0.9% |
| 7D | -2.2% | -0.8% | -1.4% | -1.7% |
| 30D | -15.7% | -18.0% | +2.4% | -2.1% |
| 3M | -8.0% | -5.8% | -2.2% | -5.1% |
| 6M | -10.1% | +17.2% | -27.3% | -24.1% |
| YTD | -5.9% | +19.1% | -25.0% | -22.7% |
| 1Y | -23.5% | +33.6% | -57.1% | -43.5% |
| All | -23.5% | +33.4% | -56.9% | -43.5% |
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