+125.7%
ASX vs DKS
-31.4%
+157.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.9% | +3.8% | +8.3% |
| 7D | -12.3% | +3.8% | -16.1% | -12.3% |
| 30D | -26.0% | +8.1% | -34.1% | -26.3% |
| 3M | -8.1% | -28.6% | +20.5% | -4.6% |
| 6M | +1.4% | -33.6% | +35.0% | +6.7% |
| YTD | +115.6% | -23.8% | +139.3% | +120.9% |
| All | +125.7% | -31.4% | +157.1% | +132.7% |
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