-48.9%
DKI price history and return analytics
+23.8%
-72.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.0% |
| 7D | -2.4% | -0.1% | -2.3% | -2.1% |
| 30D | -35.6% | -0.7% | -35.0% | -34.8% |
| 3M | -45.9% | +4.0% | -49.9% | -49.5% |
| 6M | +557.3% | +12.3% | +545.0% | +451.3% |
| YTD | +786.1% | +14.0% | +772.1% | +650.6% |
| 1Y | -45.7% | +20.3% | -66.0% | -40.6% |
| All | -48.9% | +23.8% | -72.7% | -32.9% |
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