-11.3%
DASH vs RKT
-7.0%
-4.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.5% |
| 7D | -4.8% | +10.3% | -15.1% | -7.4% |
| 30D | -7.9% | +32.3% | -40.2% | -14.8% |
| 3M | -16.3% | +10.7% | -27.0% | -19.3% |
| 6M | +10.4% | -3.2% | +13.6% | +7.9% |
| YTD | -20.1% | -21.5% | +1.4% | -20.3% |
| All | -11.3% | -7.0% | -4.3% | -13.7% |
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