+170.9%
RDW vs VIK
+225.1%
-54.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -3.4% |
| 7D | +0.9% | -0.9% | +1.8% | +1.8% |
| 30D | -21.3% | -18.4% | -2.9% | -6.6% |
| 3M | -37.9% | -8.8% | -29.1% | -33.8% |
| 6M | +12.3% | +17.1% | -4.9% | -5.9% |
| YTD | +39.7% | +19.0% | +20.7% | +13.1% |
| 1Y | +25.7% | +30.1% | -4.5% | -8.2% |
| All | +170.9% | +225.1% | -54.2% | +6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling