+4.8%
RMD vs VIK
+225.3%
-220.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.1% |
| 7D | -4.7% | -0.8% | -3.9% | -4.6% |
| 30D | +0.2% | -18.0% | +18.3% | +3.5% |
| 3M | +12.0% | -5.8% | +17.8% | +12.6% |
| 6M | -12.5% | +17.2% | -29.7% | -16.1% |
| YTD | -7.9% | +19.1% | -27.1% | -12.2% |
| 1Y | -20.4% | +33.6% | -54.0% | -25.9% |
| All | +4.8% | +225.3% | -220.6% | -13.8% |
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 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