+71.8%
GH vs VIK
+55.4%
+16.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.2% | -9.9% | -5.5% |
| 7D | -7.7% | +5.4% | -13.1% | -9.2% |
| 30D | -10.0% | +12.5% | -22.5% | -13.3% |
| 3M | +5.5% | -15.2% | +20.7% | +11.2% |
| 6M | +84.9% | +15.4% | +69.5% | +72.2% |
| YTD | +65.0% | +27.7% | +37.4% | +48.4% |
| 1Y | +71.8% | +59.7% | +12.1% | +45.4% |
| All | +71.8% | +55.4% | +16.3% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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