+8.8%
RMD vs VIK
+228.1%
-219.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | -5.0% | -3.0% | -1.9% | -4.5% |
| 30D | +2.2% | -20.7% | +23.0% | +6.3% |
| 3M | +17.8% | -4.6% | +22.5% | +18.2% |
| 6M | -11.3% | +14.0% | -25.3% | -14.5% |
| YTD | -4.4% | +20.2% | -24.6% | -9.0% |
| 1Y | -15.7% | +36.0% | -51.7% | -21.8% |
| All | +8.8% | +228.1% | -219.4% | -10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling