+430.9%
DINO vs ALK
-37.5%
+468.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.1% | -4.4% | +0.4% |
| 7D | -10.7% | +8.9% | -19.6% | -13.4% |
| 30D | -17.8% | +5.9% | -23.7% | -20.0% |
| 3M | +23.3% | -16.5% | +39.8% | +28.8% |
| 6M | +39.6% | +2.1% | +37.4% | +32.2% |
| YTD | +121.6% | -17.1% | +138.7% | +120.0% |
| 1Y | +88.2% | -2.9% | +91.1% | +74.0% |
| 3Y | +114.4% | +24.5% | +89.9% | +64.0% |
| 5Y | +248.7% | -29.1% | +277.8% | +228.6% |
| 10Y | +430.9% | -39.1% | +470.0% | +400.7% |
| All | +430.9% | -37.5% | +468.3% | +400.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling