-29.8%
DHR vs RKT
-11.7%
-18.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.8% |
| 7D | -5.0% | -7.2% | +2.3% | -3.7% |
| 30D | -3.3% | -7.9% | +4.6% | -2.1% |
| 3M | +9.4% | +5.2% | +4.2% | +7.7% |
| 6M | +3.2% | -14.9% | +18.1% | +4.7% |
| YTD | -12.0% | -31.9% | +19.8% | -7.9% |
| 1Y | +4.9% | -36.9% | +41.8% | +10.8% |
| 3Y | -7.4% | +35.7% | -43.1% | -21.6% |
| 5Y | -29.8% | -9.7% | -20.1% | -42.9% |
| All | -29.8% | -11.7% | -18.0% | -42.9% |
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