+1,065.6%
RGTI vs VIK
+225.1%
+840.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | -0.1% |
| 7D | +0.5% | -0.9% | +1.4% | +1.2% |
| 30D | -17.1% | -18.4% | +1.3% | -4.6% |
| 3M | -26.0% | -8.8% | -17.2% | -20.9% |
| 6M | -9.9% | +17.1% | -27.0% | -19.7% |
| YTD | -31.1% | +19.0% | -50.1% | -39.7% |
| 1Y | -8.5% | +30.1% | -38.7% | -25.5% |
| All | +1,065.6% | +225.1% | +840.6% | +425.4% |
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 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