+122.9%
DINO vs VIK
+221.3%
-98.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | -0.3% |
| 7D | +1.5% | -1.8% | +3.3% | +1.6% |
| 30D | +25.9% | -17.3% | +43.2% | +27.8% |
| 3M | +53.2% | -5.1% | +58.2% | +53.1% |
| 6M | +105.5% | +16.2% | +89.3% | +97.3% |
| YTD | +139.2% | +17.6% | +121.6% | +126.9% |
| 1Y | +117.4% | +33.5% | +83.9% | +98.0% |
| All | +122.9% | +221.3% | -98.4% | +66.9% |
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