-42.6%
GIS vs VIK
+221.3%
-263.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -3.1% |
| 7D | -8.4% | -1.8% | -6.6% | -8.5% |
| 30D | -5.2% | -17.3% | +12.1% | -5.8% |
| 3M | +8.2% | -5.1% | +13.2% | +7.7% |
| 6M | -12.0% | +16.2% | -28.2% | -11.8% |
| YTD | -18.9% | +17.6% | -36.5% | -18.6% |
| 1Y | -23.6% | +33.5% | -57.1% | -23.2% |
| All | -42.6% | +221.3% | -263.9% | -40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling