+12.8%
RKT vs VIK
+221.3%
-208.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -1.3% |
| 7D | -7.2% | -1.8% | -5.4% | -6.6% |
| 30D | -7.9% | -17.3% | +9.4% | -1.7% |
| 3M | +5.2% | -5.1% | +10.2% | +6.8% |
| 6M | -14.9% | +16.2% | -31.1% | -19.0% |
| YTD | -31.9% | +17.6% | -49.5% | -35.2% |
| 1Y | -36.9% | +33.5% | -70.4% | -41.8% |
| All | +12.8% | +221.3% | -208.5% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling