-17.2%
DASH vs RKT
-9.4%
-7.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.7% | -0.4% | +5.6% |
| 7D | +17.2% | +29.7% | -12.6% | +8.4% |
| 30D | +3.6% | +28.5% | -25.0% | -4.1% |
| 3M | -1.9% | +6.4% | -8.2% | -4.6% |
| 6M | +15.1% | +7.1% | +7.9% | +9.8% |
| YTD | -12.3% | -22.5% | +10.2% | -12.2% |
| 1Y | -17.2% | -10.4% | -6.8% | -23.2% |
| All | -17.2% | -9.4% | -7.8% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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