-68.1%
RGTI vs VIK
+55.4%
-123.6%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.1% | -2.7% |
| 7D | -9.6% | +5.4% | -15.0% | -12.6% |
| 30D | -26.0% | +12.5% | -38.5% | -31.4% |
| 3M | -35.8% | -15.2% | -20.6% | -29.3% |
| 6M | -36.7% | +15.4% | -52.0% | -42.1% |
| YTD | -49.4% | +27.7% | -77.1% | -55.9% |
| 1Y | -68.1% | +59.7% | -127.9% | -74.4% |
| All | -68.1% | +55.4% | -123.6% | -74.4% |
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