-10.4%
RKT vs DOV
+21.2%
-31.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +9.0% |
| 7D | +29.7% | +2.2% | +27.5% | +27.5% |
| 30D | +28.5% | +11.2% | +17.3% | +18.1% |
| 3M | +6.4% | +1.6% | +4.8% | +5.1% |
| 6M | +7.1% | -3.2% | +10.4% | +9.5% |
| YTD | -22.5% | +9.7% | -32.2% | -30.8% |
| 1Y | -10.4% | +20.5% | -31.0% | -35.2% |
| All | -10.4% | +21.2% | -31.6% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling