+54.0%
DOCN vs VIK
+54.3%
-0.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +1.8% |
| 7D | -19.2% | 0.0% | -19.2% | -18.9% |
| 30D | -43.1% | +7.7% | -50.7% | -44.7% |
| 3M | -40.7% | -17.6% | -23.1% | -35.5% |
| 6M | -55.0% | +1.7% | -56.6% | -54.4% |
| YTD | +50.6% | +22.5% | +28.1% | +37.7% |
| 1Y | +54.0% | +52.6% | +1.3% | +32.2% |
| All | +54.0% | +54.3% | -0.3% | +32.2% |
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