+117.4%
DINO vs AWK
+2.5%
+114.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.5% |
| 7D | +1.5% | -0.7% | +2.2% | +1.3% |
| 30D | +25.9% | +2.8% | +23.1% | +26.7% |
| 3M | +53.2% | +11.3% | +41.9% | +56.8% |
| 6M | +105.5% | +6.7% | +98.7% | +108.4% |
| YTD | +139.2% | +9.4% | +129.9% | +145.1% |
| 1Y | +117.4% | +3.7% | +113.7% | +119.2% |
| All | +117.4% | +2.5% | +114.9% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 1y: compounded portfolio wealth divided by compounded AWK 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…
1y analysis · Full analysis span regression · 6 months rolling