+1,278.0%
AAPL vs DKS
+203.5%
+1,074.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.5% |
| 7D | +3.8% | -3.0% | +6.8% | +4.4% |
| 30D | +9.9% | -33.4% | +43.3% | +16.9% |
| 3M | +12.5% | -39.4% | +51.9% | +21.6% |
| 6M | +27.6% | -30.1% | +57.7% | +33.8% |
| YTD | +22.6% | -31.0% | +53.5% | +28.7% |
| 1Y | +45.0% | -40.2% | +85.1% | +55.7% |
| 3Y | +87.8% | +30.9% | +56.8% | +71.0% |
| 5Y | +128.7% | +14.0% | +114.7% | +105.1% |
| All | +1,278.0% | +203.5% | +1,074.5% | +840.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling