+13.8%
APA vs DKS
+26.6%
-12.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.7% | +2.9% |
| 7D | -1.7% | -0.4% | -1.3% | -1.7% |
| 30D | +15.7% | -36.6% | +52.3% | +26.5% |
| 3M | +16.5% | -37.6% | +54.1% | +27.1% |
| 6M | +35.1% | -32.1% | +67.2% | +41.7% |
| YTD | +82.2% | -32.3% | +114.5% | +90.5% |
| 1Y | +102.5% | -39.5% | +142.0% | +119.4% |
| All | +13.8% | +26.6% | -12.8% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling