+356.8%
ACWI vs DKS
+634.5%
-277.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.5% | +3.0% | -2.5% | -0.2% |
| 30D | +0.9% | -30.5% | +31.4% | +7.6% |
| 3M | +2.4% | -35.7% | +38.1% | +10.9% |
| 6M | +12.4% | -29.7% | +42.1% | +18.8% |
| YTD | +15.2% | -28.9% | +44.0% | +21.1% |
| 1Y | +22.7% | -35.9% | +58.6% | +31.6% |
| 3Y | +75.8% | +28.2% | +47.6% | +54.3% |
| 5Y | +67.7% | +11.8% | +55.9% | +44.6% |
| 10Y | +229.0% | +211.6% | +17.4% | +93.5% |
| All | +356.8% | +634.5% | -277.7% | +54.8% |
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