+21.0%
DHR vs RKT
+75.2%
-54.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.2% | -9.0% | +10.2% | +2.4% |
| 30D | +3.7% | +30.2% | -26.5% | 0.0% |
| 3M | +14.5% | -8.8% | +23.3% | +15.6% |
| 6M | +40.9% | -0.9% | +41.9% | +39.8% |
| YTD | +2.4% | -29.2% | +31.6% | +5.2% |
| 1Y | +6.1% | -20.1% | +26.2% | +7.1% |
| 3Y | +21.0% | +81.3% | -60.3% | +3.5% |
| All | +21.0% | +75.2% | -54.2% | +3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling