-98.2%
DFNS vs VIK
+31.2%
-129.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +2.8% |
| 7D | -3.3% | -1.8% | -1.5% | -1.6% |
| 30D | -73.1% | -17.3% | -55.8% | -67.5% |
| 3M | -71.4% | -5.1% | -66.3% | -66.5% |
| 6M | -93.8% | +16.2% | -110.0% | -93.2% |
| YTD | -98.0% | +17.6% | -115.7% | -97.9% |
| 1Y | -98.2% | +33.5% | -131.7% | -98.3% |
| All | -98.2% | +31.2% | -129.4% | -98.3% |
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 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