-23.4%
DASH vs BKR
+42.5%
-65.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -12.8% | -1.5% | -11.3% | -12.9% |
| 30D | -6.0% | -0.7% | -5.3% | -6.0% |
| 3M | +26.7% | +0.5% | +26.2% | +27.1% |
| 6M | +11.7% | +6.6% | +5.1% | +11.8% |
| YTD | -12.9% | +41.3% | -54.2% | -14.6% |
| All | -23.4% | +42.5% | -65.8% | -25.2% |
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