+14.8%
RKT vs VIK
+225.3%
-210.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -1.5% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | -2.4% | -18.0% | +15.6% | +4.5% |
| 3M | +1.9% | -5.8% | +7.7% | +3.8% |
| 6M | -13.9% | +17.2% | -31.0% | -18.2% |
| YTD | -30.6% | +19.1% | -49.8% | -34.4% |
| 1Y | -34.4% | +33.6% | -68.0% | -39.6% |
| All | +14.8% | +225.3% | -210.5% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling