+51.0%
VIK vs RBA
-5.8%
+56.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.8% |
| 7D | +2.7% | +1.7% | +1.0% | +2.2% |
| 30D | +8.8% | +8.3% | +0.5% | +6.0% |
| 3M | -15.3% | +10.5% | -25.9% | -18.1% |
| 6M | +9.4% | -5.9% | +15.2% | +9.1% |
| YTD | +25.9% | -6.9% | +32.7% | +23.3% |
| 1Y | +51.0% | -4.9% | +55.8% | +45.5% |
| All | +51.0% | -5.8% | +56.8% | +45.5% |
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