+20.5%
DOCU vs VIK
+47.3%
-26.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.7% |
| 7D | +4.1% | +2.7% | +1.3% | +3.9% |
| 30D | +7.4% | +8.8% | -1.5% | +6.7% |
| 3M | +26.0% | -15.3% | +41.3% | +27.7% |
| 6M | +79.2% | +9.4% | +69.8% | +76.7% |
| YTD | +18.1% | +25.9% | -7.8% | +12.7% |
| 1Y | +20.5% | +51.0% | -30.5% | +6.2% |
| All | +20.5% | +47.3% | -26.8% | +6.2% |
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