+212.7%
ROL vs DAR
+307.1%
-94.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.6% | -1.8% |
| 7D | -1.7% | +9.2% | -10.9% | -2.9% |
| 30D | +18.5% | -12.3% | +30.8% | +20.6% |
| 3M | +4.3% | -12.7% | +17.1% | +6.0% |
| 6M | -27.7% | -12.8% | -15.0% | -26.7% |
| YTD | -35.8% | +53.8% | -89.6% | -40.5% |
| 1Y | -34.1% | +60.3% | -94.4% | -39.4% |
| 3Y | +2.9% | +31.7% | -28.8% | -5.3% |
| 5Y | +12.7% | -27.7% | +40.5% | +13.4% |
| All | +212.7% | +307.1% | -94.3% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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