-98.3%
DFNS vs VIK
+37.7%
-136.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.3% |
| 7D | -16.0% | -3.0% | -13.0% | -13.2% |
| 30D | -77.7% | -20.7% | -57.0% | -71.8% |
| 3M | -77.2% | -4.6% | -72.5% | -73.7% |
| 6M | -95.2% | +14.0% | -109.2% | -94.7% |
| YTD | -98.0% | +20.2% | -118.1% | -97.9% |
| 1Y | -98.3% | +36.0% | -134.3% | -98.4% |
| All | -98.3% | +37.7% | -136.0% | -98.4% |
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 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