+45.0%
AAPL vs DKS
-39.2%
+84.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.6% |
| 7D | +3.8% | -3.0% | +6.8% | +4.1% |
| 30D | +9.9% | -33.4% | +43.3% | +13.6% |
| 3M | +12.5% | -39.4% | +51.9% | +17.5% |
| 6M | +27.6% | -30.1% | +57.7% | +30.5% |
| YTD | +22.6% | -31.0% | +53.5% | +26.1% |
| 1Y | +45.0% | -40.2% | +85.1% | +48.9% |
| All | +45.0% | -39.2% | +84.2% | +48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling