+275.1%
BLK vs DAR
+366.1%
-91.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.2% |
| 7D | -3.3% | -0.1% | -3.2% | -3.3% |
| 30D | -6.5% | +2.6% | -9.2% | -7.5% |
| 3M | +6.7% | +14.2% | -7.5% | +1.8% |
| 6M | +14.7% | +17.2% | -2.5% | +8.0% |
| YTD | +2.5% | +80.9% | -78.3% | -15.7% |
| 1Y | -2.8% | +104.0% | -106.8% | -23.6% |
| 3Y | +65.9% | +3.6% | +62.2% | +55.5% |
| 5Y | +33.0% | -7.8% | +40.8% | +24.8% |
| All | +275.1% | +366.1% | -91.0% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling