+199.0%
AMD vs DKS
+21.0%
+178.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | -11.0% | -2.1% | -8.9% | -10.3% |
| 30D | -30.5% | +7.3% | -37.8% | -32.5% |
| 3M | -8.2% | -28.4% | +20.2% | -0.5% |
| 6M | +6.6% | -36.9% | +43.4% | +20.8% |
| YTD | +109.7% | -27.3% | +137.0% | +122.6% |
| 1Y | +88.9% | -33.2% | +122.1% | +107.4% |
| 3Y | +301.8% | +32.2% | +269.7% | +203.8% |
| All | +199.0% | +21.0% | +178.0% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling