-18.0%
RMD vs VIK
+31.2%
-49.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | 0.0% |
| 7D | -4.2% | -1.8% | -2.4% | -4.0% |
| 30D | -2.1% | -17.3% | +15.2% | +0.4% |
| 3M | +13.8% | -5.1% | +18.8% | +13.6% |
| 6M | -10.6% | +16.2% | -26.8% | -14.4% |
| YTD | -8.1% | +17.6% | -25.7% | -12.4% |
| 1Y | -18.0% | +33.5% | -51.5% | -23.0% |
| All | -18.0% | +31.2% | -49.2% | -23.0% |
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