+237.5%
VIK vs RCAT
+461.0%
-223.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.9% | -1.2% | +2.4% |
| 7D | +3.6% | +5.4% | -1.8% | +3.3% |
| 30D | -16.7% | -5.6% | -11.1% | -16.6% |
| 3M | -1.1% | -30.2% | +29.1% | +0.4% |
| 6M | +27.8% | -43.4% | +71.2% | +30.0% |
| YTD | +23.3% | +9.6% | +13.7% | +19.6% |
| 1Y | +38.2% | -2.0% | +40.2% | +33.4% |
| All | +237.5% | +461.0% | -223.5% | +234.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling