+6,392.7%
ASX vs DKS
+6,749.1%
-356.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.9% | +3.8% | +7.4% |
| 7D | -12.3% | +3.8% | -16.1% | -13.0% |
| 30D | -26.0% | +8.1% | -34.1% | -27.7% |
| 3M | -8.1% | -28.6% | +20.5% | -2.5% |
| 6M | +1.4% | -33.6% | +35.0% | +9.2% |
| YTD | +115.6% | -23.8% | +139.3% | +123.3% |
| 1Y | +128.0% | -30.7% | +158.8% | +141.5% |
| 3Y | +371.4% | +41.5% | +329.9% | +304.7% |
| 5Y | +469.4% | +23.0% | +446.4% | +386.0% |
| 10Y | +842.6% | +236.0% | +606.7% | +458.9% |
| All | +6,392.7% | +6,749.1% | -356.3% | +1,334.6% |
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