+19.4%
DOCU vs VIK
+228.1%
-208.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.6% |
| 7D | +6.9% | -3.0% | +9.9% | +7.8% |
| 30D | +19.0% | -20.7% | +39.7% | +27.4% |
| 3M | +34.3% | -4.6% | +38.9% | +35.1% |
| 6M | +48.0% | +14.0% | +34.0% | +37.2% |
| YTD | 0.0% | +20.2% | -20.2% | -9.6% |
| 1Y | -10.3% | +36.0% | -46.3% | -23.6% |
| All | +19.4% | +228.1% | -208.8% | -20.2% |
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 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