+28.8%
DOCS vs VIK
+8.2%
+20.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.5% | +1.2% | -4.4% |
| 7D | -1.3% | -3.8% | +2.4% | -1.6% |
| 30D | +19.4% | +5.5% | +13.9% | +20.7% |
| 3M | +53.4% | -20.4% | +73.8% | +46.3% |
| 6M | +28.8% | +5.4% | +23.3% | +46.9% |
| All | +28.8% | +8.2% | +20.6% | +46.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling