-24.1%
RKT vs DOV
+117.5%
-141.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -9.0% | +3.0% | -12.0% | -10.9% |
| 30D | +30.2% | +8.6% | +21.6% | +22.4% |
| 3M | -8.8% | +1.9% | -10.7% | -10.4% |
| 6M | -0.9% | -1.7% | +0.7% | -0.6% |
| YTD | -29.2% | +8.3% | -37.5% | -33.6% |
| 1Y | -20.1% | +16.6% | -36.6% | -28.9% |
| 3Y | +81.3% | +65.1% | +16.2% | +22.0% |
| 5Y | -6.6% | +29.2% | -35.8% | -31.5% |
| All | -24.1% | +117.5% | -141.7% | -61.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling