+178.4%
DK price history and return analytics
+76.6%
+101.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +5.6% |
| 7D | +3.2% | +1.0% | +2.2% | +2.4% |
| 30D | +29.4% | -0.2% | +29.7% | +29.6% |
| 3M | +56.7% | +4.5% | +52.1% | +51.4% |
| 6M | +80.6% | +14.1% | +66.5% | +59.4% |
| YTD | +159.2% | +14.8% | +144.5% | +126.5% |
| 1Y | +156.2% | +21.2% | +135.0% | +110.3% |
| 3Y | +178.4% | +76.6% | +101.8% | +52.8% |
| All | +178.4% | +76.6% | +101.8% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling