-39.9%
GIS vs VIK
+236.8%
-276.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -1.5% |
| 7D | -8.3% | +3.6% | -11.9% | -8.1% |
| 30D | +2.2% | -16.7% | +18.9% | +1.6% |
| 3M | +15.7% | -1.1% | +16.8% | +15.4% |
| 6M | -12.0% | +27.8% | -39.8% | -11.4% |
| YTD | -15.0% | +23.3% | -38.3% | -14.5% |
| 1Y | -20.1% | +38.2% | -58.3% | -19.5% |
| All | -39.9% | +236.8% | -276.7% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling