+741.8%
DKL price history and return analytics
+346.4%
+395.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.9% |
| 7D | +2.2% | -1.1% | +3.3% | +3.1% |
| 30D | -5.2% | -1.0% | -4.2% | -4.5% |
| 3M | +7.8% | +3.2% | +4.6% | +4.4% |
| 6M | +11.3% | +12.5% | -1.1% | -0.8% |
| YTD | +35.6% | +14.1% | +21.6% | +19.2% |
| 1Y | +39.5% | +18.9% | +20.6% | +17.9% |
| 3Y | +83.8% | +74.1% | +9.7% | +7.4% |
| 5Y | +106.0% | +66.9% | +39.1% | +23.4% |
| 10Y | +451.2% | +228.3% | +222.9% | +89.4% |
| All | +741.8% | +346.4% | +395.4% | +139.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling