-27.1%
RKT vs DINO
+406.7%
-433.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -6.3% | +2.3% | -8.6% | -6.5% |
| 30D | -6.2% | +22.6% | -28.8% | -8.1% |
| 3M | -1.9% | +55.2% | -57.1% | -6.3% |
| 6M | -13.0% | +93.8% | -106.8% | -19.6% |
| YTD | -31.9% | +139.5% | -171.4% | -39.2% |
| 1Y | -37.6% | +115.3% | -152.9% | -43.4% |
| 3Y | +36.8% | +98.8% | -62.0% | +23.1% |
| 5Y | -9.7% | +333.5% | -343.2% | -22.7% |
| All | -27.1% | +406.7% | -433.8% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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