+28.6%
ROK vs VIVK
-100.0%
+128.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -12.3% | +13.6% | +1.4% |
| 7D | +0.7% | -1.4% | +2.1% | +0.7% |
| 30D | -3.3% | -43.6% | +40.3% | -2.8% |
| 3M | -5.9% | -95.1% | +89.3% | -3.7% |
| 6M | +13.9% | -98.2% | +112.1% | +17.0% |
| YTD | +12.6% | -97.9% | +110.5% | +14.9% |
| 1Y | +28.6% | -100.0% | +128.6% | +38.6% |
| All | +28.6% | -100.0% | +128.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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