+59.7%
VIK vs RBA
-2.0%
+61.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +5.5% |
| 7D | +5.4% | +12.7% | -7.3% | +1.5% |
| 30D | +12.5% | +15.5% | -3.0% | +7.2% |
| 3M | -15.2% | -14.0% | -1.2% | -10.6% |
| 6M | +15.4% | -8.8% | +24.2% | +17.2% |
| YTD | +27.7% | -6.9% | +34.6% | +25.6% |
| 1Y | +59.7% | -3.0% | +62.7% | +53.1% |
| All | +59.7% | -2.0% | +61.7% | +53.1% |
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