-47.8%
DKI vs VOO
+22.2%
-70.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +1.1% |
| 7D | -8.6% | +0.5% | -9.2% | -10.4% |
| 30D | -22.1% | -0.9% | -21.1% | -19.4% |
| 3M | -49.3% | +3.9% | -53.2% | -56.4% |
| 6M | +560.5% | +14.5% | +546.0% | +355.1% |
| YTD | +805.1% | +13.0% | +792.1% | +573.4% |
| 1Y | -42.7% | +19.4% | -62.1% | -39.7% |
| All | -47.8% | +22.2% | -70.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling