+162.1%
APA vs DKS
+6,842.3%
-6,680.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.1% | +0.8% |
| 7D | +8.5% | +6.3% | +2.2% | +6.5% |
| 30D | +2.8% | +9.3% | -6.5% | -0.4% |
| 3M | +21.7% | -25.3% | +47.0% | +28.8% |
| 6M | +32.6% | -29.2% | +61.8% | +41.2% |
| YTD | +103.7% | -22.7% | +126.4% | +108.8% |
| 1Y | +101.8% | -30.1% | +131.9% | +113.4% |
| 3Y | +48.1% | +45.6% | +2.4% | +20.5% |
| 5Y | +91.9% | +28.5% | +63.4% | +53.8% |
| 10Y | +8.4% | +235.2% | -226.9% | -42.4% |
| All | +162.1% | +6,842.3% | -6,680.2% | -18.3% |
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