-61.5%
DOCS vs VIK
+37.7%
-99.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.0% | -2.8% |
| 7D | -1.4% | -3.0% | +1.6% | -1.3% |
| 30D | +21.8% | -20.7% | +42.6% | +23.3% |
| 3M | +27.3% | -4.6% | +31.9% | +27.9% |
| 6M | -0.3% | +14.0% | -14.3% | -1.9% |
| YTD | -40.5% | +20.2% | -60.7% | -41.8% |
| 1Y | -61.5% | +36.0% | -97.6% | -64.2% |
| All | -61.5% | +37.7% | -99.3% | -64.2% |
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