+1,813.3%
AEM vs DKS
+6,016.3%
-4,203.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.0% | -4.7% | -0.3% | -4.7% |
| 30D | +8.5% | -35.1% | +43.5% | +11.8% |
| 3M | +29.3% | -37.7% | +67.0% | +33.7% |
| 6M | -12.9% | -30.7% | +17.8% | -10.8% |
| YTD | +16.8% | -31.9% | +48.7% | +19.7% |
| 1Y | +29.8% | -40.0% | +69.8% | +34.4% |
| 3Y | +336.7% | +28.4% | +308.3% | +315.4% |
| 5Y | +299.9% | +12.4% | +287.5% | +277.0% |
| 10Y | +362.2% | +197.8% | +164.4% | +276.6% |
| All | +1,813.3% | +6,016.3% | -4,203.0% | +1,175.9% |
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