+240.5%
VIK vs RCAT
+153.9%
+86.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -8.3% | +7.0% | -0.8% |
| 7D | +3.2% | +15.6% | -12.4% | +2.1% |
| 30D | +8.2% | -24.1% | +32.3% | +9.6% |
| 3M | -14.7% | -61.9% | +47.2% | -10.2% |
| 6M | +10.3% | -64.3% | +74.6% | +15.4% |
| YTD | +24.5% | -50.4% | +74.8% | +25.9% |
| 1Y | +45.7% | -54.0% | +99.8% | +47.6% |
| All | +240.5% | +153.9% | +86.7% | +251.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling