-14.9%
DASH vs BKR
+42.5%
-57.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.6% |
| 7D | -10.6% | +1.7% | -12.3% | -10.4% |
| 30D | +2.2% | +3.3% | -1.2% | +2.5% |
| 3M | +32.3% | -3.6% | +35.9% | +32.5% |
| 6M | +19.1% | +5.0% | +14.1% | +19.2% |
| YTD | -6.5% | +40.9% | -47.5% | -8.4% |
| 1Y | -14.9% | +39.2% | -54.1% | -17.0% |
| All | -14.9% | +42.5% | -57.4% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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