+225.9%
VIK vs RRX
+1.1%
+224.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -2.5% |
| 7D | -0.8% | -0.7% | -0.1% | -0.5% |
| 30D | -18.0% | -8.0% | -10.1% | -15.5% |
| 3M | -5.8% | -25.1% | +19.2% | +3.1% |
| 6M | +17.2% | -18.3% | +35.4% | +22.3% |
| YTD | +19.1% | +14.2% | +5.0% | +7.3% |
| 1Y | +33.6% | +13.0% | +20.6% | +19.8% |
| All | +225.9% | +1.1% | +224.8% | +181.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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