+153.5%
RCL vs VIK
+233.3%
-79.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.3% |
| 7D | +5.0% | +0.1% | +4.8% | +4.8% |
| 30D | +19.4% | +6.8% | +12.6% | +13.5% |
| 3M | +5.9% | -17.6% | +23.5% | +21.4% |
| 6M | +23.8% | +5.4% | +18.4% | +17.0% |
| YTD | +22.8% | +22.1% | +0.7% | +3.5% |
| 1Y | +34.3% | +49.3% | -15.0% | -2.6% |
| All | +153.5% | +233.3% | -79.9% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling