+2.1%
GLDM vs VIK
+54.3%
-52.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.0% |
| 7D | +4.7% | 0.0% | +4.6% | +4.6% |
| 30D | -0.9% | +7.7% | -8.5% | -1.7% |
| 3M | -4.3% | -17.6% | +13.3% | -2.3% |
| 6M | -13.4% | +1.7% | -15.1% | -14.5% |
| YTD | -5.8% | +22.5% | -28.3% | -9.0% |
| 1Y | +2.1% | +52.6% | -50.6% | -3.8% |
| All | +2.1% | +54.3% | -52.2% | -3.8% |
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