-99.7%
DFNS vs VIK
+244.4%
-344.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.3% | +10.5% | +12.6% |
| 7D | -13.0% | -1.2% | -11.8% | -12.9% |
| 30D | -56.9% | +11.5% | -68.4% | -56.9% |
| 3M | -93.2% | -11.3% | -81.9% | -93.2% |
| 6M | -95.4% | +11.3% | -106.7% | -95.1% |
| YTD | -99.5% | +26.1% | -125.6% | -99.4% |
| 1Y | -99.6% | +50.0% | -149.6% | -99.5% |
| All | -99.7% | +244.4% | -344.1% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling