-5.7%
DT vs VIK
+55.4%
-61.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -0.5% |
| 7D | -25.5% | +5.4% | -30.9% | -25.5% |
| 30D | -22.3% | +12.5% | -34.8% | -22.1% |
| 3M | +2.3% | -15.2% | +17.5% | +2.2% |
| 6M | +20.7% | +15.4% | +5.4% | +21.9% |
| YTD | +7.9% | +27.7% | -19.7% | +9.0% |
| 1Y | -5.7% | +59.7% | -65.5% | -8.7% |
| All | -5.7% | +55.4% | -61.2% | -8.7% |
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