+39.4%
RKT vs DOV
+38.7%
+0.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.0% | -1.5% |
| 7D | -1.0% | +1.3% | -2.3% | -1.9% |
| 30D | -2.4% | -8.6% | +6.3% | +4.3% |
| 3M | +1.9% | -13.1% | +15.0% | +12.6% |
| 6M | -13.9% | -8.8% | -5.0% | -8.2% |
| YTD | -30.6% | -1.2% | -29.4% | -30.3% |
| 1Y | -34.4% | +10.7% | -45.1% | -39.6% |
| All | +39.4% | +38.7% | +0.7% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling