+926.5%
DINO vs AWK
+969.7%
-43.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +5.7% | +1.7% | +4.0% | +5.0% |
| 30D | +27.8% | +5.6% | +22.2% | +25.1% |
| 3M | +45.6% | +15.9% | +29.8% | +36.9% |
| 6M | +88.5% | +4.6% | +83.9% | +83.6% |
| YTD | +134.1% | +10.1% | +124.1% | +122.7% |
| 1Y | +111.1% | +2.1% | +109.0% | +106.1% |
| 3Y | +109.1% | +9.8% | +99.3% | +91.5% |
| 5Y | +307.2% | -15.4% | +322.5% | +309.7% |
| 10Y | +495.9% | +129.4% | +366.5% | +216.4% |
| All | +926.5% | +969.7% | -43.2% | +70.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling