-25.7%
RKT vs DAR
+119.6%
-145.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.3% | -2.9% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -2.4% | +7.4% | -9.8% | -5.0% |
| 3M | +1.9% | +15.7% | -13.8% | -4.0% |
| 6M | -13.9% | +30.0% | -43.9% | -22.4% |
| YTD | -30.6% | +87.5% | -118.2% | -45.2% |
| 1Y | -34.4% | +113.4% | -147.7% | -50.6% |
| 3Y | +38.2% | +15.3% | +22.9% | +25.1% |
| 5Y | -9.7% | -4.3% | -5.3% | -16.1% |
| All | -25.7% | +119.6% | -145.3% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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