+10.3%
GLXY vs VIK
+82.9%
-72.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.4% | -3.6% | -4.9% |
| 7D | +4.5% | -0.8% | +5.3% | +5.2% |
| 30D | +28.8% | -18.0% | +46.9% | +44.7% |
| 3M | -23.0% | -5.8% | -17.2% | -21.7% |
| 6M | +17.0% | +17.2% | -0.2% | +0.9% |
| YTD | +12.5% | +19.1% | -6.7% | -4.1% |
| 1Y | -5.4% | +33.6% | -39.0% | -27.0% |
| All | +10.3% | +82.9% | -72.6% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling