-34.7%
ROL vs VIK
+55.4%
-90.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.5% | +2.3% |
| 7D | +14.6% | +5.4% | +9.2% | +14.1% |
| 30D | +29.3% | +12.5% | +16.8% | +28.1% |
| 3M | +2.0% | -15.2% | +17.2% | +3.1% |
| 6M | -28.5% | +15.4% | -43.9% | -30.2% |
| YTD | -35.3% | +27.7% | -63.0% | -37.7% |
| 1Y | -34.7% | +59.7% | -94.4% | -40.1% |
| All | -34.7% | +55.4% | -90.1% | -40.1% |
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