-24.8%
GIS vs VIK
+34.6%
-59.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.2% |
| 7D | -6.4% | -0.9% | -5.4% | -6.4% |
| 30D | -6.1% | -18.4% | +12.3% | -7.0% |
| 3M | +7.8% | -8.8% | +16.6% | +6.9% |
| 6M | -8.8% | +17.1% | -25.9% | -8.9% |
| YTD | -19.1% | +19.0% | -38.2% | -19.1% |
| 1Y | -24.8% | +30.1% | -54.9% | -24.7% |
| All | -24.8% | +34.6% | -59.3% | -24.7% |
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