+84.5%
AAPL vs DKS
+27.3%
+57.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.7% | +3.6% |
| 7D | -0.5% | -4.7% | +4.2% | +0.4% |
| 30D | +7.1% | -35.1% | +42.2% | +15.0% |
| 3M | +12.1% | -37.7% | +49.8% | +21.2% |
| 6M | +25.4% | -30.7% | +56.2% | +31.7% |
| YTD | +20.5% | -31.9% | +52.4% | +26.8% |
| 1Y | +44.5% | -40.0% | +84.5% | +55.8% |
| All | +84.5% | +27.3% | +57.2% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling