+16.4%
APH vs DKS
-29.5%
+45.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +7.7% | -13.9% | -6.3% |
| 7D | -2.4% | +8.4% | -10.8% | -2.6% |
| 30D | -9.5% | +7.7% | -17.1% | -9.8% |
| 3M | -7.6% | -25.8% | +18.1% | -5.7% |
| 6M | +12.4% | -31.0% | +43.4% | +15.6% |
| YTD | +17.5% | -23.8% | +41.3% | +19.6% |
| 1Y | +16.4% | -29.8% | +46.2% | +18.8% |
| All | +16.4% | -29.5% | +45.9% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling