-4.5%
DASH vs KR
+145.6%
-150.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.7% |
| 7D | -4.8% | -0.5% | -4.3% | -4.8% |
| 30D | -7.9% | +10.3% | -18.2% | -8.3% |
| 3M | -16.3% | +20.7% | -37.0% | -17.0% |
| 6M | +10.4% | +4.9% | +5.5% | +9.9% |
| YTD | -20.1% | +10.7% | -30.8% | -21.0% |
| 1Y | -11.4% | +7.2% | -18.6% | -12.2% |
| 3Y | +114.1% | +65.7% | +48.4% | +99.2% |
| 5Y | -5.8% | +80.8% | -86.5% | -14.2% |
| All | -4.5% | +145.6% | -150.1% | -4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling