+179.9%
APTV vs DKS
+361.3%
-181.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.9% | +0.2% | -2.9% |
| 7D | +2.0% | -0.4% | +2.4% | +2.1% |
| 30D | -7.7% | -36.6% | +28.9% | +5.7% |
| 3M | -34.0% | -37.6% | +3.6% | -24.2% |
| 6M | -37.1% | -32.1% | -5.0% | -29.9% |
| YTD | -39.9% | -32.3% | -7.6% | -33.1% |
| 1Y | -44.4% | -39.5% | -4.9% | -35.9% |
| 3Y | -54.5% | +27.7% | -82.2% | -61.3% |
| 5Y | -69.1% | +15.0% | -84.1% | -74.2% |
| 10Y | -20.0% | +192.6% | -212.6% | -58.7% |
| All | +179.9% | +361.3% | -181.4% | +23.2% |
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