-6.9%
GLDM vs VIK
+47.3%
-54.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | 0.0% |
| 7D | -4.6% | +2.7% | -7.3% | -4.9% |
| 30D | -5.5% | +8.8% | -14.3% | -6.4% |
| 3M | -10.9% | -15.3% | +4.4% | -9.4% |
| 6M | -17.3% | +9.4% | -26.7% | -19.1% |
| YTD | -10.2% | +25.9% | -36.0% | -13.2% |
| 1Y | -6.9% | +51.0% | -57.9% | -10.9% |
| All | -6.9% | +47.3% | -54.2% | -10.9% |
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