+451.2%
DK price history and return analytics
+65.7%
+385.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +5.4% | -0.1% | +5.5% | +5.5% |
| 30D | +23.8% | -0.7% | +24.5% | +24.5% |
| 3M | +62.3% | +4.0% | +58.3% | +56.7% |
| 6M | +89.3% | +12.3% | +77.0% | +68.2% |
| YTD | +157.9% | +14.0% | +143.9% | +125.2% |
| 1Y | +140.9% | +20.3% | +120.6% | +99.4% |
| 3Y | +176.9% | +75.4% | +101.5% | +61.4% |
| 5Y | +451.2% | +66.0% | +385.2% | +252.8% |
| All | +451.2% | +65.7% | +385.5% | +252.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling