+11.9%
APH vs DKS
-30.4%
+42.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.0% |
| 7D | -5.0% | +9.4% | -14.5% | -5.3% |
| 30D | -8.4% | +9.8% | -18.1% | -8.8% |
| 3M | -4.5% | -29.3% | +24.8% | -1.8% |
| 6M | +25.3% | -32.6% | +57.8% | +29.3% |
| YTD | +18.9% | -22.6% | +41.5% | +20.9% |
| 1Y | +11.9% | -29.8% | +41.8% | +13.8% |
| All | +11.9% | -30.4% | +42.3% | +13.8% |
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