+175.6%
APA vs DKS
+15.5%
+160.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.2% | +2.8% |
| 7D | +0.3% | -2.9% | +3.2% | +1.0% |
| 30D | +9.3% | -37.7% | +47.0% | +20.8% |
| 3M | +23.3% | -38.9% | +62.3% | +36.4% |
| 6M | +39.5% | -31.1% | +70.6% | +47.3% |
| YTD | +87.6% | -31.8% | +119.4% | +98.1% |
| 1Y | +114.2% | -38.0% | +152.3% | +132.5% |
| 3Y | +13.6% | +28.6% | -15.0% | -1.7% |
| 5Y | +175.6% | +12.5% | +163.1% | +142.4% |
| All | +175.6% | +15.5% | +160.1% | +142.4% |
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 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