+245.1%
VIK vs RCAT
+176.8%
+68.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +2.1% |
| 7D | -1.2% | +7.2% | -8.5% | -1.8% |
| 30D | +11.5% | -20.4% | +31.9% | +12.6% |
| 3M | -11.3% | -59.8% | +48.4% | -6.9% |
| 6M | +11.3% | -61.9% | +73.2% | +16.0% |
| YTD | +26.1% | -45.9% | +72.0% | +27.0% |
| 1Y | +50.0% | -50.5% | +100.5% | +51.2% |
| All | +245.1% | +176.8% | +68.3% | +254.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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