-37.6%
RKT vs DOV
+8.6%
-46.2%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | 0.0% |
| 3M | -1.9% | -13.3% | +11.4% | +7.5% |
| 6M | -13.0% | -9.7% | -3.3% | -7.3% |
| YTD | -31.9% | -2.5% | -29.5% | -30.0% |
| 1Y | -37.6% | +7.2% | -44.8% | -40.9% |
| All | -37.6% | +8.6% | -46.2% | -40.9% |
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