+80.8%
ROST vs VIK
+221.3%
-140.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | -2.5% | -1.8% | -0.6% | -2.1% |
| 30D | -10.3% | -17.3% | +7.0% | -7.1% |
| 3M | -2.6% | -5.1% | +2.5% | -2.0% |
| 6M | +6.5% | +16.2% | -9.7% | +2.2% |
| YTD | +25.9% | +17.6% | +8.3% | +19.9% |
| 1Y | +52.3% | +33.5% | +18.8% | +40.6% |
| All | +80.8% | +221.3% | -140.5% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling