+222.2%
ACWI vs DKS
+244.9%
-22.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.3% | +1.8% |
| 7D | +0.3% | +3.8% | -3.5% | -0.3% |
| 30D | -2.8% | +8.1% | -10.9% | -4.2% |
| 3M | -3.2% | -28.6% | +25.5% | +0.9% |
| 6M | +1.3% | -33.6% | +34.9% | +6.5% |
| YTD | +11.2% | -23.8% | +35.0% | +13.9% |
| 1Y | +13.8% | -30.7% | +44.5% | +18.3% |
| 3Y | +76.2% | +41.5% | +34.7% | +58.2% |
| 5Y | +59.5% | +23.0% | +36.4% | +41.3% |
| 10Y | +222.2% | +236.0% | -13.8% | +110.0% |
| All | +222.2% | +244.9% | -22.7% | +110.0% |
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