+30.1%
VIK vs GAP
-7.6%
+37.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.7% | +0.5% |
| 7D | -0.9% | -4.1% | +3.2% | +0.1% |
| 30D | -18.4% | +6.2% | -24.6% | -20.0% |
| 3M | -8.8% | -0.7% | -8.1% | -8.9% |
| 6M | +17.1% | -7.1% | +24.3% | +18.8% |
| YTD | +19.0% | -14.1% | +33.1% | +23.6% |
| 1Y | +30.1% | -8.5% | +38.6% | +30.0% |
| All | +30.1% | -7.6% | +37.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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