+39.9%
DOCU vs VIK
+244.4%
-204.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +2.6% |
| 7D | -0.4% | -1.2% | +0.8% | -0.1% |
| 30D | +12.9% | +11.5% | +1.4% | +9.2% |
| 3M | +35.1% | -11.3% | +46.4% | +39.3% |
| 6M | +76.2% | +11.3% | +64.9% | +67.4% |
| YTD | +17.2% | +26.1% | -8.9% | +4.1% |
| 1Y | +16.4% | +50.0% | -33.6% | -4.4% |
| All | +39.9% | +244.4% | -204.5% | -8.2% |
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 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