+1,767.1%
ASML vs DKS
+197.0%
+1,570.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | +2.8% | -2.9% | +5.7% | +3.5% |
| 30D | -0.2% | -37.7% | +37.5% | +10.3% |
| 3M | -2.6% | -38.9% | +36.3% | +7.7% |
| 6M | +27.9% | -31.1% | +59.0% | +36.8% |
| YTD | +62.4% | -31.8% | +94.3% | +74.1% |
| 1Y | +116.2% | -38.0% | +154.3% | +136.8% |
| 3Y | +182.4% | +28.6% | +153.8% | +151.9% |
| 5Y | +112.4% | +12.5% | +99.9% | +86.8% |
| 10Y | +1,767.1% | +198.3% | +1,568.7% | +1,063.8% |
| All | +1,767.1% | +197.0% | +1,570.1% | +1,063.8% |
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