+99.0%
DOCN vs VIK
+229.5%
-130.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.5% | -10.4% | -12.6% |
| 7D | -29.3% | -3.8% | -25.5% | -27.5% |
| 30D | -46.0% | +5.5% | -51.6% | -47.7% |
| 3M | -43.2% | -20.4% | -22.8% | -35.2% |
| 6M | -53.7% | +5.4% | -59.2% | -55.4% |
| YTD | +46.9% | +20.7% | +26.3% | +27.1% |
| 1Y | +54.3% | +50.7% | +3.7% | +14.4% |
| All | +99.0% | +229.5% | -130.5% | +7.3% |
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 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