+130.3%
APA vs DKS
+6,292.4%
-6,162.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.7% | -3.1% |
| 7D | +0.5% | +3.0% | -2.5% | -0.4% |
| 30D | +23.4% | -30.5% | +53.9% | +34.8% |
| 3M | +12.7% | -35.7% | +48.4% | +25.2% |
| 6M | +39.4% | -29.7% | +69.1% | +48.9% |
| YTD | +79.0% | -28.9% | +107.8% | +89.9% |
| 1Y | +88.8% | -35.9% | +124.7% | +106.6% |
| 3Y | +6.4% | +28.2% | -21.8% | -9.4% |
| 5Y | +153.0% | +11.8% | +141.2% | +112.6% |
| 10Y | +7.5% | +211.6% | -204.1% | -41.0% |
| All | +130.3% | +6,292.4% | -6,162.2% | -25.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling