+97.9%
APA vs DKS
-38.2%
+136.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +0.8% | -4.7% | +5.5% | +1.1% |
| 30D | +9.6% | -35.1% | +44.7% | +11.8% |
| 3M | +18.0% | -37.7% | +55.7% | +20.2% |
| 6M | +41.9% | -30.7% | +72.6% | +38.5% |
| YTD | +86.3% | -31.9% | +118.2% | +81.4% |
| 1Y | +97.9% | -40.0% | +137.9% | +103.1% |
| All | +97.9% | -38.2% | +136.1% | +103.1% |
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