+216.5%
DOCN vs VIK
+228.1%
-11.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.6% |
| 7D | +1.1% | -3.0% | +4.2% | +2.9% |
| 30D | -9.6% | -20.7% | +11.1% | +3.5% |
| 3M | -37.7% | -4.6% | -33.0% | -35.7% |
| 6M | +115.2% | +14.0% | +101.2% | +95.3% |
| YTD | +133.7% | +20.2% | +113.6% | +103.1% |
| 1Y | +250.2% | +36.0% | +214.1% | +178.4% |
| All | +216.5% | +228.1% | -11.6% | +71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling