+7.4%
DASH vs RKT
-6.6%
+14.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.2% |
| 7D | -10.6% | +2.1% | -12.7% | -11.3% |
| 30D | +2.2% | +1.4% | +0.7% | +1.1% |
| 3M | +32.3% | +6.3% | +26.0% | +28.0% |
| 6M | +19.1% | -15.5% | +34.6% | +23.3% |
| YTD | -6.5% | -27.4% | +20.9% | +0.6% |
| 1Y | -14.9% | -26.6% | +11.7% | -10.0% |
| 3Y | +151.9% | +41.2% | +110.7% | +58.7% |
| All | +7.4% | -6.6% | +14.0% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling