+78.2%
DDOG vs VIK
+225.3%
-147.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -3.4% | +10.6% | +8.2% |
| 7D | +7.7% | -0.8% | +8.5% | +7.8% |
| 30D | -13.6% | -18.0% | +4.4% | -8.5% |
| 3M | -0.9% | -5.8% | +4.9% | +0.5% |
| 6M | +75.2% | +17.2% | +58.1% | +61.4% |
| YTD | +65.7% | +19.1% | +46.5% | +51.0% |
| 1Y | +60.4% | +33.6% | +26.7% | +38.5% |
| All | +78.2% | +225.3% | -147.1% | +19.3% |
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