-9.7%
RKT vs DINO
+319.5%
-329.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -7.2% | +1.5% | -8.7% | -7.4% |
| 30D | -7.9% | +25.9% | -33.8% | -10.6% |
| 3M | +5.2% | +53.2% | -48.0% | -1.0% |
| 6M | -14.9% | +105.5% | -120.4% | -24.4% |
| YTD | -31.9% | +139.2% | -171.1% | -41.7% |
| 1Y | -36.9% | +117.4% | -154.3% | -45.0% |
| 3Y | +35.7% | +99.3% | -63.6% | +17.9% |
| 5Y | -9.7% | +333.0% | -342.7% | -28.6% |
| All | -9.7% | +319.5% | -329.2% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling