+36.0%
VIK vs RBA
-26.5%
+62.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | -3.0% | -2.9% | -0.1% | -2.0% |
| 30D | -20.7% | -12.3% | -8.4% | -17.0% |
| 3M | -4.6% | -20.5% | +15.9% | +1.8% |
| 6M | +14.0% | -18.5% | +32.5% | +19.4% |
| YTD | +20.2% | -18.2% | +38.4% | +24.9% |
| 1Y | +36.0% | -27.5% | +63.5% | +52.4% |
| All | +36.0% | -26.5% | +62.6% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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