-10.4%
RKT vs VIK
+55.4%
-65.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.2% | +2.5% | +5.0% |
| 7D | +29.7% | +5.4% | +24.3% | +25.6% |
| 30D | +28.5% | +12.5% | +16.0% | +19.5% |
| 3M | +6.4% | -15.2% | +21.6% | +17.2% |
| 6M | +7.1% | +15.4% | -8.2% | -4.6% |
| YTD | -22.5% | +27.7% | -50.1% | -35.5% |
| 1Y | -10.4% | +59.7% | -70.2% | -41.1% |
| All | -10.4% | +55.4% | -65.9% | -41.1% |
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 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