-12.7%
DASH vs KR
+8.7%
-21.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | -2.8% | +2.7% | -5.4% | -2.7% |
| 30D | -9.3% | +11.3% | -20.6% | -8.2% |
| 3M | -15.1% | +22.3% | -37.4% | -13.1% |
| 6M | +8.7% | +5.8% | +3.0% | +7.6% |
| YTD | -21.3% | +11.7% | -33.0% | -22.8% |
| 1Y | -12.7% | +8.9% | -21.5% | -13.2% |
| All | -12.7% | +8.7% | -21.3% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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