+28.9%
ALL vs DKS
-29.9%
+58.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.6% | +1.3% | -3.9% | -2.6% |
| 30D | +12.7% | +8.9% | +3.8% | +12.2% |
| 3M | +0.4% | -26.4% | +26.8% | +1.8% |
| 6M | +23.8% | -31.1% | +54.8% | +26.1% |
| YTD | +27.8% | -22.8% | +50.6% | +29.4% |
| 1Y | +28.9% | -29.5% | +58.4% | +30.3% |
| All | +28.9% | -29.9% | +58.8% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling