+355.9%
APH vs DKS
+11.8%
+344.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +5.0% | +3.0% | +2.0% | +4.2% |
| 30D | -3.9% | -30.5% | +26.7% | +2.5% |
| 3M | +13.0% | -35.7% | +48.7% | +22.4% |
| 6M | +25.2% | -29.7% | +54.8% | +32.3% |
| YTD | +22.9% | -28.9% | +51.8% | +29.2% |
| 1Y | +47.8% | -35.9% | +83.7% | +58.7% |
| 3Y | +283.0% | +28.2% | +254.9% | +240.0% |
| All | +355.9% | +11.8% | +344.1% | +283.3% |
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 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