+328.7%
DINO vs AWK
-16.7%
+345.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +2.0% | +0.6% | +1.4% | +2.0% |
| 30D | +27.7% | +4.3% | +23.4% | +27.7% |
| 3M | +56.3% | +12.5% | +43.8% | +56.2% |
| 6M | +107.6% | +3.3% | +104.3% | +107.6% |
| YTD | +140.2% | +9.8% | +130.4% | +140.0% |
| 1Y | +113.0% | +2.9% | +110.1% | +113.3% |
| 3Y | +100.1% | +9.6% | +90.5% | +97.5% |
| 5Y | +328.7% | -16.7% | +345.4% | +295.7% |
| All | +328.7% | -16.7% | +345.5% | +295.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling