+42.9%
APA vs DKS
+44.5%
-1.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | +5.1% | +1.3% | +3.8% | +4.8% |
| 30D | +0.3% | +8.9% | -8.6% | -1.6% |
| 3M | +15.6% | -26.4% | +42.0% | +22.0% |
| 6M | +28.9% | -31.1% | +60.0% | +37.1% |
| YTD | +96.6% | -22.8% | +119.3% | +99.1% |
| 1Y | +95.5% | -29.5% | +125.0% | +104.2% |
| All | +42.9% | +44.5% | -1.7% | +12.0% |
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