+146.5%
ASX vs DKS
-29.5%
+176.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.7% | -11.7% | -4.1% |
| 7D | -14.6% | +8.4% | -23.0% | -14.8% |
| 30D | -21.1% | +7.7% | -28.8% | -21.4% |
| 3M | -3.1% | -25.8% | +22.7% | -0.2% |
| 6M | +17.4% | -31.0% | +48.4% | +22.8% |
| YTD | +135.3% | -23.8% | +159.1% | +140.9% |
| 1Y | +146.5% | -29.8% | +176.3% | +151.0% |
| All | +146.5% | -29.5% | +176.0% | +151.0% |
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