+28.9%
RCL vs VIK
+47.3%
-18.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.5% |
| 7D | -1.2% | +2.7% | -3.9% | -3.2% |
| 30D | +17.8% | +8.8% | +9.0% | +10.3% |
| 3M | +4.9% | -15.3% | +20.2% | +18.5% |
| 6M | +23.7% | +9.4% | +14.4% | +12.1% |
| YTD | +17.8% | +25.9% | -8.0% | -7.6% |
| 1Y | +28.9% | +51.0% | -22.1% | -11.4% |
| All | +28.9% | +47.3% | -18.4% | -11.4% |
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