-5.0%
ROP vs VIK
+243.7%
-248.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +0.7% | +2.7% | -2.0% | +0.3% |
| 30D | +28.8% | +8.8% | +20.0% | +27.2% |
| 3M | +21.1% | -15.3% | +36.4% | +23.6% |
| 6M | +52.5% | +9.4% | +43.2% | +48.6% |
| YTD | +8.9% | +25.9% | -17.0% | +2.3% |
| 1Y | +8.2% | +51.0% | -42.8% | -2.3% |
| All | -5.0% | +243.7% | -248.7% | -24.7% |
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