+18.6%
GLXY vs VIK
+89.3%
-70.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +1.1% |
| 7D | +15.5% | +3.6% | +11.9% | +13.0% |
| 30D | +34.1% | -16.7% | +50.9% | +49.2% |
| 3M | -11.3% | -1.1% | -10.3% | -12.6% |
| 6M | +31.6% | +27.8% | +3.8% | +6.7% |
| YTD | +21.0% | +23.3% | -2.4% | +0.8% |
| 1Y | +11.7% | +38.2% | -26.5% | -15.8% |
| All | +18.6% | +89.3% | -70.7% | -29.0% |
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