-27.1%
RKT vs DOV
+95.9%
-123.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -6.3% | -2.0% | -4.3% | -4.9% |
| 30D | -6.2% | -8.9% | +2.7% | +0.3% |
| 3M | -1.9% | -13.3% | +11.4% | +8.1% |
| 6M | -13.0% | -9.7% | -3.3% | -6.7% |
| YTD | -31.9% | -2.5% | -29.5% | -30.9% |
| 1Y | -37.6% | +7.2% | -44.8% | -41.1% |
| 3Y | +36.8% | +39.4% | -2.6% | +4.6% |
| 5Y | -9.7% | +15.8% | -25.6% | -28.5% |
| All | -27.1% | +95.9% | -123.0% | -60.3% |
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