+145,126.8%
AAPL vs DKS
+5,981.0%
+139,145.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.7% | -0.1% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | +1.0% | -36.6% | +37.6% | +10.2% |
| 3M | +5.0% | -37.6% | +42.6% | +14.7% |
| 6M | +23.0% | -32.1% | +55.1% | +31.2% |
| YTD | +16.6% | -32.3% | +49.0% | +24.3% |
| 1Y | +33.4% | -39.5% | +72.9% | +45.1% |
| 3Y | +79.9% | +27.7% | +52.2% | +59.8% |
| 5Y | +109.0% | +15.0% | +94.0% | +82.0% |
| 10Y | +1,210.4% | +192.6% | +1,017.8% | +715.7% |
| All | +145,126.8% | +5,981.0% | +139,145.9% | +58,048.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling