+9.1%
DHI vs VIK
+55.4%
-46.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +6.2% | +1.9% | +6.3% |
| 7D | +9.8% | +5.4% | +4.4% | +8.2% |
| 30D | +17.8% | +12.5% | +5.3% | +14.0% |
| 3M | +4.7% | -15.2% | +19.9% | +9.7% |
| 6M | +10.0% | +15.4% | -5.3% | +4.4% |
| YTD | +10.0% | +27.7% | -17.7% | -0.7% |
| 1Y | +9.1% | +59.7% | -50.6% | -14.3% |
| All | +9.1% | +55.4% | -46.3% | -14.3% |
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