+1,278.0%
AAPL vs DKS
+206.3%
+1,071.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.3% |
| 7D | +3.8% | -2.0% | +5.9% | +4.2% |
| 30D | +9.9% | -32.7% | +42.7% | +16.7% |
| 3M | +12.5% | -38.8% | +51.3% | +21.4% |
| 6M | +27.6% | -29.4% | +57.1% | +33.6% |
| YTD | +22.6% | -30.3% | +52.9% | +28.4% |
| 1Y | +45.0% | -39.6% | +84.6% | +55.5% |
| 3Y | +87.8% | +32.2% | +55.6% | +70.7% |
| 5Y | +128.7% | +15.1% | +113.6% | +104.8% |
| All | +1,278.0% | +206.3% | +1,071.7% | +838.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded DKS 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling