+127.8%
AAPL vs DKS
+14.7%
+113.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.2% |
| 7D | +3.8% | -2.0% | +5.9% | +4.3% |
| 30D | +9.9% | -32.7% | +42.7% | +18.0% |
| 3M | +12.5% | -38.8% | +51.3% | +23.2% |
| 6M | +27.6% | -29.4% | +57.1% | +34.4% |
| YTD | +22.6% | -30.3% | +52.9% | +29.3% |
| 1Y | +45.0% | -39.6% | +84.6% | +57.4% |
| 3Y | +87.8% | +32.2% | +55.6% | +64.0% |
| All | +127.8% | +14.7% | +113.1% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling