+67.9%
RIO vs VIK
+34.6%
+33.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.3% |
| 7D | -3.2% | -0.9% | -2.3% | -3.0% |
| 30D | +0.9% | -18.4% | +19.3% | +5.9% |
| 3M | -1.4% | -8.8% | +7.3% | 0.0% |
| 6M | +10.9% | +17.1% | -6.2% | +4.0% |
| YTD | +31.2% | +19.0% | +12.2% | +22.5% |
| 1Y | +67.9% | +30.1% | +37.8% | +51.8% |
| All | +67.9% | +34.6% | +33.3% | +51.8% |
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