+1,008.4%
ASX vs DKS
+217.6%
+790.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.5% |
| 7D | +22.1% | +3.3% | +18.9% | +21.3% |
| 30D | -23.8% | +5.9% | -29.7% | -24.9% |
| 3M | -7.6% | -27.4% | +19.8% | -2.8% |
| 6M | +6.9% | -32.6% | +39.5% | +14.0% |
| YTD | +127.7% | -24.8% | +152.5% | +135.8% |
| 1Y | +144.5% | -32.8% | +177.4% | +159.5% |
| 3Y | +377.8% | +39.1% | +338.7% | +321.5% |
| 5Y | +498.2% | +25.0% | +473.2% | +417.6% |
| All | +1,008.4% | +217.6% | +790.8% | +603.3% |
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 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