+51.5%
DOCN vs VIK
+47.9%
+3.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.4% | +8.4% | +8.2% |
| 7D | -12.8% | +0.1% | -12.9% | -12.6% |
| 30D | -41.9% | +6.8% | -48.7% | -43.4% |
| 3M | -36.9% | -17.6% | -19.3% | -31.5% |
| 6M | -52.2% | +5.4% | -57.7% | -52.3% |
| YTD | +62.7% | +22.1% | +40.6% | +49.4% |
| All | +51.5% | +47.9% | +3.6% | +35.0% |
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