+17.1%
DHR vs RKT
-7.0%
+24.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | -3.9% | +2.1% | -6.0% | -4.1% |
| 30D | +4.0% | +1.4% | +2.6% | +3.7% |
| 3M | +11.5% | +6.3% | +5.2% | +10.3% |
| 6M | +1.9% | -15.5% | +17.3% | +2.9% |
| YTD | -8.9% | -27.4% | +18.5% | -6.9% |
| 1Y | +5.1% | -26.6% | +31.7% | +7.0% |
| 3Y | -10.3% | +41.2% | -51.5% | -17.0% |
| 5Y | -27.8% | -6.4% | -21.4% | -34.4% |
| All | +17.1% | -7.0% | +24.1% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling