+1,504.8%
ASML vs DKS
+244.9%
+1,259.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.9% | +1.3% | +5.0% |
| 7D | -0.8% | +3.8% | -4.7% | -1.8% |
| 30D | -14.9% | +8.1% | -23.0% | -16.8% |
| 3M | -13.0% | -28.6% | +15.6% | -7.5% |
| 6M | -4.7% | -33.6% | +28.9% | +2.7% |
| YTD | +42.3% | -23.8% | +66.1% | +47.6% |
| 1Y | +49.7% | -30.7% | +80.5% | +59.0% |
| 3Y | +144.3% | +41.5% | +102.8% | +112.2% |
| 5Y | +86.4% | +23.0% | +63.3% | +59.7% |
| 10Y | +1,504.8% | +236.0% | +1,268.9% | +847.8% |
| All | +1,504.8% | +244.9% | +1,259.9% | +847.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling