+6,987.9%
ASX vs DKS
+6,292.4%
+695.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.7% | +0.3% |
| 7D | -0.7% | +3.0% | -3.7% | -1.5% |
| 30D | +2.0% | -30.5% | +32.5% | +9.4% |
| 3M | -1.3% | -35.7% | +34.4% | +7.7% |
| 6M | +71.4% | -29.7% | +101.1% | +82.5% |
| YTD | +135.3% | -28.9% | +164.2% | +149.2% |
| 1Y | +267.5% | -35.9% | +303.4% | +297.9% |
| 3Y | +388.5% | +28.2% | +360.3% | +331.4% |
| 5Y | +417.1% | +11.8% | +405.3% | +352.8% |
| 10Y | +872.7% | +211.6% | +661.1% | +489.8% |
| All | +6,987.9% | +6,292.4% | +695.5% | +1,501.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling