+50.6%
ROK vs VIVK
-100.0%
+150.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.1% |
| 7D | -1.6% | -9.5% | +7.9% | -1.6% |
| 30D | -5.4% | -35.1% | +29.7% | -5.3% |
| 3M | -4.0% | -93.4% | +89.4% | -3.2% |
| 6M | +13.3% | -98.0% | +111.3% | +14.6% |
| YTD | +9.3% | -97.9% | +107.2% | +10.5% |
| 1Y | +25.8% | -100.0% | +125.8% | +27.3% |
| All | +50.6% | -100.0% | +150.6% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling